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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 | $60,567 | $77,816-22.2% | $123,549-51.0% | $64,181-5.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.90% | 12.49%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,485 | $3,014+115.2% | $4,628+40.1% | $2,381+172.4% |
| Participant deferral / active EE | $5,918 | $5,240+12.9% | $6,426-7.9% | $3,470+70.6% |
| Admin fee / account holder | $953 | $5,519-82.7% | $9,284-89.7% | $4,887-80.5% |