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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 | $149,212 | $167,353-10.8% | $143,797+3.8% | $134,545+10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 15.17% | 0.48%+14.7pp | -0.04%+15.2pp | 418.37%-403.2pp |
| Employer contribution / active EE | $4,000 | $5,620-28.8% | $4,952-19.2% | $4,742-15.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,812 | $18,096-56.8% | $14,679-46.8% | $11,431-31.7% |