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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 | $234,448 | $167,362+40.1% | $143,799+63.0% | $134,532+74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.83% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,474 | $5,620-56.0% | $4,952-50.0% | $4,741-47.8% |
| Participant deferral / active EE | $7,501 | $6,447+16.3% | $5,638+33.0% | $6,401+17.2% |
| Admin fee / account holder | $51,947 | $18,094+187.1% | $14,677+253.9% | $11,429+354.5% |