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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 | $96,575 | $45,152+113.9% | $73,835+30.8% | $59,633+61.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.33% | 27.40%-28.7pp | 2268.13%-2269.5pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $3,192 | $1,901+67.9% | $2,788+14.5% | $2,203+44.9% |
| Participant deferral / active EE | $6,485 | $2,573+152.0% | $3,583+81.0% | $3,192+103.2% |
| Admin fee / account holder | $582 | $3,515-83.4% | $4,880-88.1% | $4,297-86.5% |