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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 | $80,925 | $152,542-46.9% | $117,498-31.1% | $134,509-39.8% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -13.10% | 53.02%-66.1pp | 29.75%-42.9pp | 418.13%-431.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,053 | $4,819-36.7% | $4,071-25.0% | $6,400-52.3% |
| Admin fee / account holder | $11,667 | $7,006+66.5% | $5,646+106.6% | $11,427+2.1% |