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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 | $247,974 | $167,362+48.2% | $143,799+72.4% | $134,532+84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.96% | 0.47%-10.4pp | -0.04%-9.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $12,000 | $5,620+113.5% | $4,952+142.3% | $4,741+153.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,399 | $18,094-42.5% | $14,677-29.1% | $11,429-9.0% |