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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 | $117,633 | $99,032+18.8% | $80,022+47.0% | $135,380-13.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.24% | 15.39%-22.6pp | 11.22%-18.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,038 | $3,043+65.5% | $2,468+104.1% | $4,779+5.4% |
| Participant deferral / active EE | $16,411 | $4,282+283.2% | $3,686+345.2% | $5,609+192.6% |
| Admin fee / account holder | $4,578 | $10,436-56.1% | $6,521-29.8% | $10,828-57.7% |