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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 | $159,942 | $95,917+66.8% | $79,583+101.0% | $134,545+18.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.88% | -2.70%-14.2pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,695 | $3,129+18.1% | $2,414+53.1% | $4,742-22.1% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,181 | $9,132-76.1% | $6,835-68.1% | $11,431-80.9% |