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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 | $126,768 | $133,998-5.4% | $112,263+12.9% | $134,545-5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.70% | 47.17%-59.9pp | 27.49%-40.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $3,750 | $4,040-7.2% | $3,636+3.1% | $4,742-20.9% |
| Participant deferral / active EE | $5,675 | $5,292+7.2% | $4,729+20.0% | $6,401-11.3% |
| Admin fee / account holder | $1,782 | $7,493-76.2% | $6,410-72.2% | $11,431-84.4% |