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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 | $213,653 | $81,870+161.0% | $119,634+78.6% | $68,490+211.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.44% | -23.82%+11.4pp | -14.98%+2.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $10,526 | $2,692+291.1% | $4,232+148.7% | $2,597+305.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,990 | $6,583+142.9% | $10,329+54.8% | $5,403+196.0% |