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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 | $109,744 | $105,861+3.7% | $90,756+20.9% | $134,509-18.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.19% | -10.99%-6.2pp | -12.16%-5.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $14,583 | $3,463+321.1% | $2,922+399.2% | $4,741+207.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,694 | $13,938-30.5% | $8,445+14.8% | $11,427-15.2% |