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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 | $105,492 | $201,344-47.6% | $184,243-42.7% | $145,877-27.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.01%-29.0pp | 28.82%-28.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $5,039 | $7,022-28.2% | $6,427-21.6% | $4,663+8.1% |
| Participant deferral / active EE | $5,039 | $9,807-48.6% | $9,132-44.8% | $6,691-24.7% |
| Admin fee / account holder | $97,615 | $16,382+495.9% | $13,914+601.6% | $13,402+628.4% |