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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 | $178,080 | $99,032+79.8% | $80,022+122.5% | $135,379+31.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.18% | 15.39%-17.6pp | 11.22%-13.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $4,781 | $3,043+57.1% | $2,468+93.7% | $4,7790% |
| Participant deferral / active EE | $6,445 | $4,282+50.5% | $3,686+74.9% | $5,609+14.9% |
| Admin fee / account holder | $8,678 | $10,436-16.8% | $6,521+33.1% | $10,828-19.9% |