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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 | $63,669 | $82,678-23.0% | $125,391-49.2% | $68,490-7.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 17.06% | -5.97%+23.0pp | 572.41%-555.4pp | -7.85%+24.9pp |
| Employer contribution / active EE | $4,673 | $3,382+38.2% | $4,816-3.0% | $2,597+79.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,007 | $6,277-84.0% | $10,009-89.9% | $5,403-81.4% |