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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 | $132,020 | $167,522-21.2% | $151,639-12.9% | $134,532-1.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | 7.81%-24.2pp | 3.34%-19.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $6,724 | $6,828-1.5% | $6,165+9.1% | $4,741+41.8% |
| Participant deferral / active EE | $3,245 | $8,986-63.9% | $8,363-61.2% | $6,401-49.3% |
| Admin fee / account holder | $10,409 | $13,780-24.5% | $11,613-10.4% | $11,429-8.9% |