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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 | $75,053 | $131,835-43.1% | $108,582-30.9% | $273,972-72.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.36% | -91.57%+98.9pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,851 | $4,913+100.5% | $3,758+162.1% | $4,869+102.3% |
| Participant deferral / active EE | $5,194 | $5,127+1.3% | $4,311+20.5% | $5,287-1.8% |
| Admin fee / account holder | $15,373 | $10,253+49.9% | $7,645+101.1% | $10,133+51.7% |