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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 | $19,152 | $133,998-85.7% | $112,263-82.9% | $134,545-85.8% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -10.58% | 47.17%-57.8pp | 27.49%-38.1pp | 418.37%-429.0pp |
| Employer contribution / active EE | $2,455 | $4,040-39.2% | $3,636-32.5% | $4,742-48.2% |
| Participant deferral / active EE | $6,058 | $5,292+14.5% | $4,729+28.1% | $6,401-5.4% |
| Admin fee / account holder | $11,447 | $7,493+52.8% | $6,410+78.6% | $11,431+0.1% |