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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 | $77,146 | $57,352+34.5% | $83,830-8.0% | $64,173+20.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.89% | 11.38%-19.3pp | 850.97%-858.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $8,736 | $2,546+243.2% | $3,631+140.6% | $2,381+266.9% |
| Participant deferral / active EE | $7,170 | $2,993+139.5% | $4,082+75.6% | $3,470+106.6% |
| Admin fee / account holder | $458 | $4,046-88.7% | $5,479-91.6% | $4,887-90.6% |