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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 | $207,658 | $211,946-2.0% | $169,452+22.5% | $135,380+53.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.68% | 3.26%-5.9pp | 1.83%-4.5pp | 519.81%-522.5pp |
| Employer contribution / active EE | $5,800 | $5,117+13.3% | $4,157+39.5% | $4,779+21.4% |
| Participant deferral / active EE | $14,000 | $6,075+130.4% | $5,277+165.3% | $5,609+149.6% |
| Admin fee / account holder | $1,243 | $11,472-89.2% | $9,110-86.4% | $10,828-88.5% |