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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 | $176,387 | $106,115+66.2% | $85,969+105.2% | $125,389+40.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.69% | 13.93%-16.6pp | 9.32%-12.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $20,075 | $4,537+342.5% | $3,474+477.8% | $4,866+312.5% |
| Participant deferral / active EE | $7,017 | $4,859+44.4% | $3,829+83.2% | $5,352+31.1% |
| Admin fee / account holder | $1,645 | $8,144-79.8% | $6,053-72.8% | $9,541-82.8% |