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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 | $143,530 | $133,981+7.1% | $112,249+27.9% | $134,532+6.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.01% | 47.16%-56.2pp | 27.48%-36.5pp | 418.27%-427.3pp |
| Employer contribution / active EE | $3,541 | $4,040-12.3% | $3,636-2.6% | $4,741-25.3% |
| Participant deferral / active EE | $11,737 | $5,292+121.8% | $4,729+148.2% | $6,401+83.4% |
| Admin fee / account holder | $473,061 | $7,492+6214.4% | $6,412+7277.3% | $11,429+4039.3% |