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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 | $83,159 | $157,276-47.1% | $141,177-41.1% | $152,885-45.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $4,103 | $5,262-22.0% | $4,736-13.4% | $4,763-13.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $327 | $12,123-97.3% | $10,263-96.8% | $11,598-97.2% |