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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 | $103,443 | $78,707+31.4% | $117,861-12.2% | $70,126+47.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.93% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,981 | $3,297+111.7% | $4,482+55.8% | $3,332+109.5% |
| Admin fee / account holder | $1,466 | $5,066-71.1% | $8,021-81.7% | $4,645-68.4% |