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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 | $87,865 | $138,075-36.4% | $123,552-28.9% | $135,379-35.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.67% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $7,500 | $5,152+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $6,125 | $6,800-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $1,312 | $10,917-88.0% | $9,285-85.9% | $10,828-87.9% |