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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 | $142,154 | $69,518+104.5% | $59,887+137.4% | $135,379+5.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.07% | 7.95%-11.0pp | 3.46%-6.5pp | 519.79%-522.9pp |
| Employer contribution / active EE | $12,576 | $3,235+288.8% | $2,722+362.0% | $4,779+163.2% |
| Participant deferral / active EE | $5,356 | $4,204+27.4% | $3,402+57.4% | $5,609-4.5% |
| Admin fee / account holder | $3,657 | $5,734-36.2% | $3,591+1.8% | $10,828-66.2% |