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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 | $108,256 | $167,522-35.4% | $151,639-28.6% | $134,532-19.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.17% | 7.81%-16.0pp | 3.34%-11.5pp | 418.27%-426.4pp |
| Employer contribution / active EE | $6,656 | $6,828-2.5% | $6,165+8.0% | $4,741+40.4% |
| Participant deferral / active EE | $14,356 | $8,986+59.8% | $8,363+71.7% | $6,401+124.3% |
| Admin fee / account holder | $4,629 | $13,780-66.4% | $11,613-60.1% | $11,429-59.5% |