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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 | $151,211 | $142,409+6.2% | $119,634+26.4% | $134,545+12.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.66% | -12.46%-1.2pp | -14.98%+1.3pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,763 | $5,224+29.4% | $4,232+59.8% | $4,742+42.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,436 | $13,594-89.4% | $10,329-86.1% | $11,431-87.4% |