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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 | $127,990 | $165,939-22.9% | $122,354+4.6% | $147,586-13.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 24.69% | 34.56%-9.9pp | 30.28%-5.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,733 | $4,005+118.0% | $3,287+165.7% | $5,439+60.6% |
| Admin fee / account holder | $5,950 | $7,425-19.9% | $5,479+8.6% | $10,886-45.3% |