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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 | $86,665 | $95,895-9.6% | $79,576+8.9% | $134,509-35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.67% | -2.72%-12.0pp | 0.15%-14.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $17,821 | $3,128+469.7% | $2,413+638.5% | $4,741+275.9% |
| Participant deferral / active EE | $7,899 | $4,693+68.3% | $3,985+98.2% | $6,400+23.4% |
| Admin fee / account holder | $819 | $9,129-91.0% | $6,834-88.0% | $11,427-92.8% |