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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 | $155,826 | $106,115+46.8% | $85,969+81.3% | $125,389+24.3% |
| Participation rate | 95.7% | 84.1%+11.6pp | 76.5%+19.1pp | 83.2%+12.5pp |
| Annual return | -3.11% | 13.93%-17.0pp | 9.32%-12.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $8,327 | $4,537+83.5% | $3,474+139.6% | $4,866+71.1% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,431 | $8,144-70.2% | $6,053-59.8% | $9,541-74.5% |