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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 | $122,978 | $106,549+15.4% | $91,225+34.8% | $134,509-8.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -5.55% | 160.73%-166.3pp | 114.10%-119.7pp | 418.13%-423.7pp |
| Employer contribution / active EE | $2,049 | $3,331-38.5% | $2,851-28.1% | $4,741-56.8% |
| Participant deferral / active EE | $8,105 | $4,719+71.8% | $4,234+91.4% | $6,400+26.6% |
| Admin fee / account holder | $546 | $6,234-91.2% | $5,422-89.9% | $11,427-95.2% |