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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 | $88,012 | $133,981-34.3% | $112,249-21.6% | $134,532-34.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.60% | 47.16%-62.8pp | 27.48%-43.1pp | 418.27%-433.9pp |
| Employer contribution / active EE | $10,139 | $4,040+151.0% | $3,636+178.8% | $4,741+113.9% |
| Participant deferral / active EE | $10,044 | $5,292+89.8% | $4,729+112.4% | $6,401+56.9% |
| Admin fee / account holder | $902 | $7,492-88.0% | $6,412-85.9% | $11,429-92.1% |