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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 | $58,429 | $133,998-56.4% | $112,263-48.0% | $134,545-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.78% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $4,251 | $4,040+5.2% | $3,636+16.9% | $4,742-10.3% |
| Participant deferral / active EE | $10,044 | $5,292+89.8% | $4,729+112.4% | $6,401+56.9% |
| Admin fee / account holder | $1,362 | $7,493-81.8% | $6,410-78.7% | $11,431-88.1% |