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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 | $105,867+3.7% | $90,760+20.9% | $134,532-18.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.19% | -10.99%-6.2pp | -12.16%-5.0pp | 418.27%-435.5pp |
| Employer contribution / active EE | $14,583 | $3,464+321.1% | $2,922+399.1% | $4,741+207.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,694 | $13,936-30.4% | $8,444+14.8% | $11,429-15.2% |