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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 | $134,001+7.1% | $112,258+27.9% | $134,509+6.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.01% | 47.15%-56.2pp | 27.47%-36.5pp | 418.13%-427.1pp |
| Employer contribution / active EE | $3,541 | $4,039-12.3% | $3,636-2.6% | $4,741-25.3% |
| Participant deferral / active EE | $11,737 | $5,291+121.8% | $4,728+148.2% | $6,400+83.4% |
| Admin fee / account holder | $473,061 | $7,491+6215.3% | $6,411+7278.5% | $11,427+4040.0% |