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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 | $104,903 | $167,522-37.4% | $151,639-30.8% | $134,532-22.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.04% | 7.81%-18.8pp | 3.34%-14.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $7,200 | $6,828+5.4% | $6,165+16.8% | $4,741+51.9% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $970 | $13,780-93.0% | $11,613-91.6% | $11,429-91.5% |