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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 | $136,941 | $82,674+65.6% | $125,358+9.2% | $68,498+99.9% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -11.30% | -5.97%-5.3pp | 572.03%-583.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $13,889 | $3,381+310.7% | $4,814+188.5% | $2,596+434.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,154 | $6,276-33.8% | $10,007-58.5% | $5,403-23.1% |