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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 | $140,160 | $95,975+46.0% | $74,549+88.0% | $135,379+3.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -1.11% | 56.96%-58.1pp | 32.53%-33.6pp | 519.79%-520.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,563 | $3,844+96.8% | $3,108+143.3% | $5,609+34.8% |
| Admin fee / account holder | $1,561 | $6,522-76.1% | $5,059-69.1% | $10,828-85.6% |