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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 | $91,279 | $69,012+32.3% | $160,037-43.0% | $68,490+33.3% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 67.9%+25.9pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.95%-421.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $4,118 | $2,212+86.1% | $4,226-2.5% | $2,597+58.6% |
| Participant deferral / active EE | $4,692 | $4,212+11.4% | $6,184-24.1% | $4,028+16.5% |
| Admin fee / account holder | $730 | $4,798-84.8% | $8,716-91.6% | $5,403-86.5% |