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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 | $185,690 | $92,219+101.4% | $76,766+141.9% | $135,382+37.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.94% | 5.46%-11.4pp | 2.43%-8.4pp | 519.77%-525.7pp |
| Employer contribution / active EE | $5,263 | $3,216+63.7% | $2,485+111.8% | $4,779+10.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,617 | $10,749-47.7% | $6,675-15.9% | $10,829-48.1% |