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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 | $43,132 | $167,353-74.2% | $143,797-70.0% | $134,545-67.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.46% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $7,877 | $5,620+40.1% | $4,952+59.1% | $4,742+66.1% |
| Participant deferral / active EE | $13,043 | $6,447+102.3% | $5,638+131.3% | $6,401+103.8% |
| Admin fee / account holder | $598 | $18,096-96.7% | $14,679-95.9% | $11,431-94.8% |