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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 | $124,469 | $162,821-23.6% | $133,978-7.1% | $158,982-21.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.24% | 41.95%-27.7pp | 45.10%-30.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $13,601 | $4,976+173.3% | $3,919+247.0% | $4,763+185.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,571 | $11,742-78.1% | $8,930-71.2% | $11,252-77.2% |