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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 | $183,705 | $83,908+118.9% | $68,509+168.1% | $125,389+46.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.09% | 14.48%-16.6pp | 8.27%-10.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $11,381 | $3,031+275.5% | $2,278+399.6% | $4,866+133.9% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,066 | $8,982-10.2% | $5,275+52.9% | $9,541-15.5% |