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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 | $80,864 | $134,001-39.7% | $112,258-28.0% | $134,509-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.30% | 47.15%-63.5pp | 27.47%-43.8pp | 418.13%-434.4pp |
| Employer contribution / active EE | $4,344 | $4,039+7.5% | $3,636+19.5% | $4,741-8.4% |
| Participant deferral / active EE | $6,342 | $5,291+19.9% | $4,728+34.1% | $6,400-0.9% |
| Admin fee / account holder | $632 | $7,491-91.6% | $6,411-90.1% | $11,427-94.5% |