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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 | $91,276 | $129,960-29.8% | $104,299-12.5% | $134,545-32.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.32% | 42.06%-48.4pp | 24.62%-30.9pp | 418.37%-424.7pp |
| Employer contribution / active EE | $6,771 | $4,186+61.8% | $3,373+100.7% | $4,742+42.8% |
| Participant deferral / active EE | $6,096 | $5,589+9.1% | $4,626+31.8% | $6,401-4.8% |
| Admin fee / account holder | $186,502 | $9,324+1900.3% | $7,339+2441.1% | $11,431+1531.6% |