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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 | $114,901 | $105,866+8.5% | $90,766+26.6% | $134,545-14.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.31% | -10.99%-3.3pp | -12.16%-2.2pp | 418.37%-432.7pp |
| Employer contribution / active EE | $1,917 | $3,464-44.6% | $2,922-34.4% | $4,742-59.6% |
| Participant deferral / active EE | $4,274 | $5,217-18.1% | $4,565-6.4% | $6,401-33.2% |
| Admin fee / account holder | $3,532 | $13,938-74.7% | $8,446-58.2% | $11,431-69.1% |