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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 | $170,226 | $105,866+60.8% | $90,766+87.5% | $134,545+26.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.36% | -10.99%+5.6pp | -12.16%+6.8pp | 418.37%-423.7pp |
| Employer contribution / active EE | $9,921 | $3,464+186.4% | $2,922+239.5% | $4,742+109.2% |
| Participant deferral / active EE | $9,473 | $5,217+81.6% | $4,565+107.5% | $6,401+48.0% |
| Admin fee / account holder | $1,268 | $13,938-90.9% | $8,446-85.0% | $11,431-88.9% |