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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 | $120,559 | $210,991-42.9% | $153,741-21.6% | $145,897-17.4% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.65% | 13.46%-4.8pp | 15.71%-7.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,531 | $19,490+31.0% | $12,749+100.3% | $13,390+90.7% |