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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 | $99,962 | $95,979+4.1% | $74,551+34.1% | $135,380-26.2% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -8.45% | 56.97%-65.4pp | 32.53%-41.0pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,301 | $2,716-15.3% | $1,961+17.3% | $4,779-51.9% |
| Participant deferral / active EE | $3,358 | $3,844-12.6% | $3,108+8.0% | $5,609-40.1% |
| Admin fee / account holder | $4,394 | $6,522-32.6% | $5,059-13.2% | $10,828-59.4% |