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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 | $140,693 | $142,409-1.2% | $119,634+17.6% | $134,545+4.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.88% | -12.46%-1.4pp | -14.98%+1.1pp | 418.37%-432.2pp |
| Employer contribution / active EE | $2,500 | $5,224-52.1% | $4,232-40.9% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,773 | $13,594-20.8% | $10,329+4.3% | $11,431-5.8% |