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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 | $60,547 | $43,730+38.5% | $121,220-50.1% | $64,173-5.6% |
| Participation rate | 75.6% | 58.3%+17.2pp | 71.8%+3.8pp | 69.6%+6.0pp |
| Annual return | -5.47% | 68.94%-74.4pp | 16.94%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,384 | $2,281+179.9% | $3,345+90.8% | $3,470+84.0% |
| Admin fee / account holder | $635 | $3,502-81.9% | $5,021-87.4% | $4,887-87.0% |