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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 | $78,462 | $67,372+16.5% | $60,906+28.8% | $134,532-41.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -11.70% | 50.05%-61.7pp | 16.94%-28.6pp | 418.27%-430.0pp |
| Employer contribution / active EE | $5,165 | $3,099+66.7% | $2,703+91.1% | $4,741+8.9% |
| Participant deferral / active EE | $2,613 | $4,532-42.3% | $3,814-31.5% | $6,401-59.2% |
| Admin fee / account holder | $1,491 | $4,588-67.5% | $3,227-53.8% | $11,429-87.0% |