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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 | $191,463 | $100,811+89.9% | $86,698+120.8% | $134,545+42.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 3.57% | 29.11%-25.5pp | 35.96%-32.4pp | 418.37%-414.8pp |
| Employer contribution / active EE | $880 | $3,490-74.8% | $2,837-69.0% | $4,742-81.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,461 | $10,926-68.3% | $7,492-53.8% | $11,431-69.7% |