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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 | $106,316 | $100,811+5.5% | $86,698+22.6% | $134,545-21.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.13% | 29.11%-36.2pp | 35.96%-43.1pp | 418.37%-425.5pp |
| Employer contribution / active EE | $17,093 | $3,490+389.7% | $2,837+502.5% | $4,742+260.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,919 | $10,926-27.5% | $7,492+5.7% | $11,431-30.7% |