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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 | $26,572 | $154,159-82.8% | $130,026-79.6% | $139,456-80.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.59% | 32.50%-13.9pp | -137.26%+155.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $6,500 | $5,292+22.8% | $4,321+50.4% | $4,753+36.8% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $455 | $14,001-96.8% | $10,608-95.7% | $11,407-96.0% |