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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 | $197,127 | $167,352+17.8% | $143,788+37.1% | $134,509+46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.82% | 0.47%-9.3pp | -0.03%-8.8pp | 418.13%-427.0pp |
| Employer contribution / active EE | $17,852 | $5,620+217.7% | $4,952+260.5% | $4,741+276.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,589 | $18,091-91.2% | $14,675-89.2% | $11,427-86.1% |