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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 | $72,103 | $176,794-59.2% | $146,647-50.8% | $167,553-57.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.39% | 24.04%-12.6pp | 22.75%-11.4pp | 478.89%-467.5pp |
| Employer contribution / active EE | $1,417 | $5,161-72.6% | $4,137-65.8% | $4,840-70.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $694 | $13,262-94.8% | $10,281-93.3% | $12,316-94.4% |