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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 | $221,106 | $100,805+119.3% | $86,698+155.0% | $134,532+64.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.18% | 29.09%-47.3pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,682 | $3,490-23.1% | $2,837-5.5% | $4,741-43.4% |
| Participant deferral / active EE | $3,199 | $5,339-40.1% | $4,656-31.3% | $6,401-50.0% |
| Admin fee / account holder | $24,337 | $10,925+122.8% | $7,493+224.8% | $11,429+113.0% |