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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 | $53,974 | $45,152+19.5% | $73,845-26.9% | $59,632-9.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.91% | 27.40%-28.3pp | 2267.91%-2268.8pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $2,811 | $1,902+47.8% | $2,788+0.8% | $2,203+27.6% |
| Participant deferral / active EE | $5,282 | $2,574+105.2% | $3,583+47.4% | $3,192+65.5% |
| Admin fee / account holder | $342 | $3,516-90.3% | $4,881-93.0% | $4,297-92.0% |