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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 | $60,292 | $134,001-55.0% | $112,258-46.3% | $134,509-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.11% | 47.15%-61.3pp | 27.47%-41.6pp | 418.13%-432.2pp |
| Employer contribution / active EE | $3,292 | $4,039-18.5% | $3,636-9.5% | $4,741-30.6% |
| Participant deferral / active EE | $3,333 | $5,291-37.0% | $4,728-29.5% | $6,400-47.9% |
| Admin fee / account holder | $481 | $7,491-93.6% | $6,411-92.5% | $11,427-95.8% |