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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 | $189,955 | $134,001+41.8% | $112,258+69.2% | $134,509+41.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.17% | 47.15%-56.3pp | 27.47%-36.6pp | 418.13%-427.3pp |
| Employer contribution / active EE | $2,216 | $4,039-45.1% | $3,636-39.0% | $4,741-53.3% |
| Participant deferral / active EE | $3,639 | $5,291-31.2% | $4,728-23.0% | $6,400-43.1% |
| Admin fee / account holder | $4,226 | $7,491-43.6% | $6,411-34.1% | $11,427-63.0% |