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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 | $223,528 | $167,362+33.6% | $143,799+55.4% | $134,532+66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.08% | 0.47%-17.6pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $11,531 | $5,620+105.2% | $4,952+132.8% | $4,741+143.2% |
| Participant deferral / active EE | $5,281 | $6,447-18.1% | $5,638-6.3% | $6,401-17.5% |
| Admin fee / account holder | $12,035 | $18,094-33.5% | $14,677-18.0% | $11,429+5.3% |