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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 | $106,506 | $95,915+11.0% | $79,580+33.8% | $134,532-20.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.05% | -2.71%-12.3pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $4,286 | $3,129+37.0% | $2,413+77.6% | $4,741-9.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,574 | $9,132-28.0% | $6,835-3.8% | $11,429-42.5% |