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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 | $175,093 | $117,846+48.6% | $102,434+70.9% | $145,884+20.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 31.90%-16.7pp | 29.46%-14.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $964 | $3,615-73.3% | $3,023-68.1% | $4,662-79.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,387 | $13,356+0.2% | $9,462+41.5% | $13,3920% |