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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 | $81,138 | $167,352-51.5% | $143,788-43.6% | $134,509-39.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.89% | 0.47%-19.4pp | -0.03%-18.9pp | 418.13%-437.0pp |
| Employer contribution / active EE | $10,929 | $5,620+94.5% | $4,952+120.7% | $4,741+130.6% |
| Participant deferral / active EE | $10,919 | $6,447+69.4% | $5,638+93.7% | $6,400+70.6% |
| Admin fee / account holder | $1,019 | $18,091-94.4% | $14,675-93.1% | $11,427-91.1% |