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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 | $88,489 | $127,386-30.5% | $115,037-23.1% | $125,388-29.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.52% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $16,771 | $5,166+224.6% | $4,608+264.0% | $4,866+244.7% |
| Participant deferral / active EE | $14,974 | $6,423+133.1% | $6,026+148.5% | $5,352+179.8% |
| Admin fee / account holder | $4,371 | $9,516-54.1% | $8,175-46.5% | $9,541-54.2% |