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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 | $209,982 | $167,362+25.5% | $143,799+46.0% | $134,532+56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.26% | 0.47%-2.7pp | -0.04%-2.2pp | 418.27%-420.5pp |
| Employer contribution / active EE | $10,000 | $5,620+77.9% | $4,952+101.9% | $4,741+110.9% |
| Participant deferral / active EE | $7,528 | $6,447+16.8% | $5,638+33.5% | $6,401+17.6% |
| Admin fee / account holder | $1,775 | $18,094-90.2% | $14,677-87.9% | $11,429-84.5% |