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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 | $152,657 | $100,811+51.4% | $86,698+76.1% | $134,545+13.5% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -11.54% | 29.11%-40.7pp | 35.96%-47.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $6,335 | $3,490+81.5% | $2,837+123.3% | $4,742+33.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,573 | $10,926+207.3% | $7,492+348.1% | $11,431+193.7% |