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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 | $154,802 | $142,392+8.7% | $119,622+29.4% | $134,532+15.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.27% | -12.46%+8.2pp | -14.98%+10.7pp | 418.27%-422.5pp |
| Employer contribution / active EE | $7,727 | $5,224+47.9% | $4,232+82.6% | $4,741+63.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,398 | $13,593-89.7% | $10,328-86.5% | $11,429-87.8% |