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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 | $75,517 | $69,518+8.6% | $59,887+26.1% | $135,379-44.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.56% | 7.95%-13.5pp | 3.46%-9.0pp | 519.79%-525.3pp |
| Employer contribution / active EE | $5,505 | $3,235+70.2% | $2,722+102.2% | $4,779+15.2% |
| Participant deferral / active EE | $8,961 | $4,204+113.1% | $3,402+163.4% | $5,609+59.8% |
| Admin fee / account holder | $539 | $5,734-90.6% | $3,591-85.0% | $10,828-95.0% |