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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 | $121,135 | $95,917+26.3% | $79,583+52.2% | $134,545-10.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -0.70% | -2.70%+2.0pp | 0.16%-0.9pp | 418.37%-419.1pp |
| Employer contribution / active EE | $11,400 | $3,129+264.3% | $2,414+372.3% | $4,742+140.4% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,502 | $9,132-39.7% | $6,835-19.5% | $11,431-51.9% |