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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 | $53,465 | $95,975-44.3% | $74,549-28.3% | $135,379-60.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.67% | 56.96%-61.6pp | 32.53%-37.2pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,742 | $2,716-35.9% | $1,961-11.1% | $4,779-63.5% |
| Participant deferral / active EE | $4,807 | $3,844+25.1% | $3,108+54.7% | $5,609-14.3% |
| Admin fee / account holder | $733 | $6,522-88.8% | $5,059-85.5% | $10,828-93.2% |