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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 | $88,315 | $110,379-20.0% | $102,412-13.8% | $145,884-39.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $20,000 | $4,216+374.4% | $3,870+416.8% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $565 | $9,745-94.2% | $8,388-93.3% | $13,392-95.8% |