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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 | $161,632 | $107,809+49.9% | $90,657+78.3% | $135,379+19.4% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.0%+20.1pp | 82.6%+11.5pp |
| Annual return | -1.61% | -0.90%-0.7pp | 1.89%-3.5pp | 519.79%-521.4pp |
| Employer contribution / active EE | $7,031 | $3,018+133.0% | $2,532+177.7% | $4,779+47.1% |
| Participant deferral / active EE | $2,675 | $3,872-30.9% | $3,424-21.9% | $5,609-52.3% |
| Admin fee / account holder | $5,283 | $5,931-10.9% | $4,994+5.8% | $10,828-51.2% |