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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 | $130,792 | $167,504-21.9% | $151,628-13.7% | $134,509-2.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.38% | 7.81%-10.2pp | 3.34%-5.7pp | 418.13%-420.5pp |
| Employer contribution / active EE | $2,220 | $6,828-67.5% | $6,165-64.0% | $4,741-53.2% |
| Participant deferral / active EE | $12,320 | $8,985+37.1% | $8,363+47.3% | $6,400+92.5% |
| Admin fee / account holder | $3,601 | $13,779-73.9% | $11,613-69.0% | $11,427-68.5% |