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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 | $101,519 | $97,078+4.6% | $103,065-1.5% | $145,897-30.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 17.73% | 25.49%-7.8pp | 23.95%-6.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $24,340 | $4,680+420.1% | $4,675+420.6% | $4,663+422.0% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,175 | $12,505-90.6% | $9,349-87.4% | $13,390-91.2% |