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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 | $113,459 | $99,032+14.6% | $80,022+41.8% | $135,379-16.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.70% | 15.39%-18.1pp | 11.22%-13.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $6,938 | $3,043+128.0% | $2,468+181.1% | $4,779+45.2% |
| Participant deferral / active EE | $3,063 | $4,282-28.5% | $3,686-16.9% | $5,609-45.4% |
| Admin fee / account holder | $3,307 | $10,436-68.3% | $6,521-49.3% | $10,828-69.5% |