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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 | $204,543 | $167,352+22.2% | $143,788+42.3% | $134,509+52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 0.47%-16.5pp | -0.03%-15.9pp | 418.13%-434.1pp |
| Employer contribution / active EE | $7,115 | $5,620+26.6% | $4,952+43.7% | $4,741+50.1% |
| Participant deferral / active EE | $6,944 | $6,447+7.7% | $5,638+23.2% | $6,400+8.5% |
| Admin fee / account holder | $1,290 | $18,091-92.9% | $14,675-91.2% | $11,427-88.7% |