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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,568 | $217,427-11.0% | $185,837+4.2% | $167,518+15.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.14% | 148.39%-127.3pp | 122.08%-100.9pp | 478.71%-457.6pp |
| Employer contribution / active EE | $1,250 | $5,874-78.7% | $5,168-75.8% | $4,838-74.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,956 | $19,816-85.1% | $16,241-81.8% | $12,312-76.0% |