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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 | $163,891 | $83,908+95.3% | $68,509+139.2% | $125,389+30.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.45% | 14.48%-15.9pp | 8.27%-9.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $11,095 | $3,031+266.1% | $2,278+387.1% | $4,866+128.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,288 | $8,982+3.4% | $5,275+76.1% | $9,541-2.6% |