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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 | $149,112 | $142,392+4.7% | $119,622+24.7% | $134,532+10.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.50% | -12.46%-5.0pp | -14.98%-2.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $9,613 | $5,224+84.0% | $4,232+127.1% | $4,741+102.8% |
| Participant deferral / active EE | $15,838 | $6,467+144.9% | $5,601+182.8% | $6,401+147.4% |
| Admin fee / account holder | $16,985 | $13,593+25.0% | $10,328+64.5% | $11,429+48.6% |