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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 | $137,604 | $133,998+2.7% | $112,263+22.6% | $134,545+2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.83% | 47.17%-63.0pp | 27.49%-43.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $18,878 | $4,040+367.3% | $3,636+419.2% | $4,742+298.1% |
| Participant deferral / active EE | $14,950 | $5,292+182.5% | $4,729+216.1% | $6,401+133.5% |
| Admin fee / account holder | $491 | $7,493-93.4% | $6,410-92.3% | $11,431-95.7% |