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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 | $130,858 | $168,635-22.4% | $147,617-11.4% | $125,389+4.4% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -1.15% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,082 | $6,252-66.7% | $5,564-62.6% | $4,866-57.2% |
| Participant deferral / active EE | $9,176 | $5,507+66.6% | $4,895+87.4% | $5,352+71.5% |
| Admin fee / account holder | $1,125 | $13,580-91.7% | $11,612-90.3% | $9,541-88.2% |