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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 | $195,537 | $69,518+181.3% | $59,887+226.5% | $135,379+44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.80% | 7.95%-11.7pp | 3.46%-7.3pp | 519.79%-523.6pp |
| Employer contribution / active EE | $12,710 | $3,235+292.9% | $2,722+366.9% | $4,779+166.0% |
| Participant deferral / active EE | $16,857 | $4,204+300.9% | $3,402+395.5% | $5,609+200.5% |
| Admin fee / account holder | $5,757 | $5,734+0.4% | $3,591+60.3% | $10,828-46.8% |