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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 | $136,823 | $82,674+65.5% | $125,381+9.1% | $68,486+99.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.80% | -5.97%-5.8pp | 572.31%-584.1pp | -7.85%-3.9pp |
| Employer contribution / active EE | $5,093 | $3,382+50.6% | $4,815+5.8% | $2,597+96.2% |
| Participant deferral / active EE | $6,621 | $6,111+8.4% | $7,448-11.1% | $4,028+64.4% |
| Admin fee / account holder | $2,087 | $6,277-66.7% | $10,007-79.1% | $5,404-61.4% |