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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 | $118,910 | $156,616-24.1% | $133,346-10.8% | $198,609-40.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.50% | 44.25%-32.8pp | 36.85%-25.4pp | 202.70%-191.2pp |
| Employer contribution / active EE | $6,980 | $3,368+107.3% | $2,853+144.6% | $5,055+38.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,833 | $17,468-66.6% | $14,264-59.1% | $19,030-69.3% |