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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 | $161,915 | $77,449+109.1% | $69,483+133.0% | $152,909+5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 29.03% | 39.09%-10.1pp | 28.99%0pp | 345.46%-316.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,299 | $4,415+110.6% | $3,537+162.9% | $5,851+58.9% |
| Admin fee / account holder | $3,408 | $6,210-45.1% | $3,841-11.3% | $11,601-70.6% |