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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 | $211,970 | $72,404+192.8% | $110,243+92.3% | $64,173+230.3% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | 5.99% | -6.29%+12.3pp | 314.76%-308.8pp | 7.63%-1.6pp |
| Employer contribution / active EE | $17,519 | $2,282+667.8% | $3,827+357.8% | $2,381+635.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,407 | $5,664+13.1% | $8,548-25.0% | $4,887+31.1% |