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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 | $105,454 | $167,362-37.0% | $143,799-26.7% | $134,532-21.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.78% | 0.47%-16.3pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $6,667 | $5,620+18.6% | $4,952+34.6% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,016 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |