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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 | $153,578 | $167,352-8.2% | $143,788+6.8% | $134,509+14.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.69% | 0.47%-7.2pp | -0.03%-6.7pp | 418.13%-424.8pp |
| Employer contribution / active EE | $8,598 | $5,620+53.0% | $4,952+73.6% | $4,741+81.4% |
| Participant deferral / active EE | $6,781 | $6,447+5.2% | $5,638+20.3% | $6,400+5.9% |
| Admin fee / account holder | $3,864 | $18,091-78.6% | $14,675-73.7% | $11,427-66.2% |