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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 | $55,538 | $129,959-57.3% | $104,301-46.8% | $134,532-58.7% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -16.88% | 42.04%-58.9pp | 24.61%-41.5pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,986 | $4,185-28.7% | $3,373-11.5% | $4,741-37.0% |
| Participant deferral / active EE | $4,655 | $5,589-16.7% | $4,626+0.6% | $6,401-27.3% |
| Admin fee / account holder | $2,026 | $9,325-78.3% | $7,340-72.4% | $11,429-82.3% |