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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 | $216,072 | $131,835+63.9% | $108,582+99.0% | $273,972-21.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.50% | -91.57%+108.1pp | -51.70%+68.2pp | 41.46%-25.0pp |
| Employer contribution / active EE | $4,444 | $4,913-9.5% | $3,758+18.3% | $4,869-8.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,551 | $10,253+61.4% | $7,645+116.5% | $10,133+63.3% |