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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 | $196,984 | $97,020+103.0% | $83,327+136.4% | $135,380+45.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.50% | 12.31%-17.8pp | 10.64%-16.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $7,000 | $4,144+68.9% | $3,379+107.2% | $4,779+46.5% |
| Participant deferral / active EE | $2,643 | $5,964-55.7% | $5,565-52.5% | $5,609-52.9% |
| Admin fee / account holder | $3,567 | $8,426-57.7% | $7,540-52.7% | $10,828-67.1% |