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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 | $78,198 | $134,001-41.6% | $112,258-30.3% | $134,509-41.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.72% | 47.15%-62.9pp | 27.47%-43.2pp | 418.13%-433.9pp |
| Employer contribution / active EE | $16,027 | $4,039+296.8% | $3,636+340.8% | $4,741+238.1% |
| Participant deferral / active EE | $12,500 | $5,291+136.2% | $4,728+164.4% | $6,400+95.3% |
| Admin fee / account holder | $486 | $7,491-93.5% | $6,411-92.4% | $11,427-95.7% |