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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 | $150,185 | $133,998+12.1% | $112,263+33.8% | $134,545+11.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.06% | 47.17%-51.2pp | 27.49%-31.5pp | 418.37%-422.4pp |
| Employer contribution / active EE | $1,644 | $4,040-59.3% | $3,636-54.8% | $4,742-65.3% |
| Participant deferral / active EE | $5,908 | $5,292+11.6% | $4,729+24.9% | $6,401-7.7% |
| Admin fee / account holder | $1,345 | $7,493-82.0% | $6,410-79.0% | $11,431-88.2% |