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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 | $161,449 | $90,590+78.2% | $90,782+77.8% | $135,380+19.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.51% | -3.40%-5.1pp | -3.42%-5.1pp | 519.81%-528.3pp |
| Employer contribution / active EE | $3,144 | $4,352-27.8% | $4,105-23.4% | $4,779-34.2% |
| Participant deferral / active EE | $7,634 | $5,407+41.2% | $5,366+42.3% | $5,609+36.1% |
| Admin fee / account holder | $1,359 | $7,683-82.3% | $5,908-77.0% | $10,828-87.4% |