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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 | $118,371 | $91,536+29.3% | $130,062-9.0% | $75,177+57.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.92% | -631.62%+654.5pp | -137.37%+160.3pp | 160.75%-137.8pp |
| Employer contribution / active EE | $17,420 | $2,845+512.3% | $4,322+303.0% | $2,671+552.2% |
| Participant deferral / active EE | $8,195 | $4,343+88.7% | $5,821+40.8% | $4,126+98.6% |
| Admin fee / account holder | $771 | $6,780-88.6% | $10,601-92.7% | $5,651-86.4% |