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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 | $237,609 | $167,353+42.0% | $143,797+65.2% | $134,545+76.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.03% | 0.48%-9.5pp | -0.04%-9.0pp | 418.37%-427.4pp |
| Employer contribution / active EE | $24,913 | $5,620+343.2% | $4,952+403.0% | $4,742+425.4% |
| Participant deferral / active EE | $2,398 | $6,447-62.8% | $5,638-57.5% | $6,401-62.5% |
| Admin fee / account holder | $6,320 | $18,096-65.1% | $14,679-56.9% | $11,431-44.7% |