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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 | $91,337 | $100,805-9.4% | $86,698+5.4% | $134,532-32.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.96% | 29.09%-43.0pp | 35.95%-49.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $9,185 | $3,490+163.2% | $2,837+223.8% | $4,741+93.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,935 | $10,925+9.2% | $7,493+59.3% | $11,429+4.4% |