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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 | $39,275 | $67,396-41.7% | $60,919-35.5% | $134,545-70.8% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.1%+22.1pp | 81.2%+14.0pp |
| Annual return | -17.37% | 50.12%-67.5pp | 16.96%-34.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $5,585 | $3,101+80.1% | $2,704+106.6% | $4,742+17.8% |
| Participant deferral / active EE | $7,253 | $4,534+60.0% | $3,814+90.2% | $6,401+13.3% |
| Admin fee / account holder | $3,802 | $4,590-17.2% | $3,228+17.8% | $11,431-66.7% |