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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 | $196,444 | $154,193+27.4% | $130,045+51.1% | $139,466+40.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.16% | 32.51%-19.4pp | -137.30%+150.5pp | 373.66%-360.5pp |
| Employer contribution / active EE | $21,161 | $5,292+299.9% | $4,321+389.7% | $4,754+345.1% |
| Participant deferral / active EE | $4,057 | $6,709-39.5% | $5,820-30.3% | $6,712-39.6% |
| Admin fee / account holder | $2,130 | $13,989-84.8% | $10,600-79.9% | $11,409-81.3% |