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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 | $131,023 | $134,001-2.2% | $112,258+16.7% | $134,509-2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.01% | 47.15%-62.2pp | 27.47%-42.5pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,074 | $4,039-48.7% | $3,636-43.0% | $4,741-56.3% |
| Participant deferral / active EE | $7,807 | $5,291+47.5% | $4,728+65.1% | $6,400+22.0% |
| Admin fee / account holder | $10,410 | $7,491+39.0% | $6,411+62.4% | $11,427-8.9% |