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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 | $78,548 | $138,078-43.1% | $125,363-37.3% | $134,509-41.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.96% | 750.49%-763.4pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $1,262 | $5,245-75.9% | $4,815-73.8% | $4,741-73.4% |
| Participant deferral / active EE | $5,346 | $7,800-31.5% | $7,447-28.2% | $6,400-16.5% |
| Admin fee / account holder | $4,076 | $11,566-64.8% | $10,005-59.3% | $11,427-64.3% |