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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 | $144,220 | $133,981+7.6% | $112,249+28.5% | $134,532+7.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.19% | 47.16%-62.3pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,461 | $4,040-39.1% | $3,636-32.3% | $4,741-48.1% |
| Participant deferral / active EE | $5,440 | $5,292+2.8% | $4,729+15.0% | $6,401-15.0% |
| Admin fee / account holder | $5,018 | $7,492-33.0% | $6,412-21.7% | $11,429-56.1% |