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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 | $138,611 | $93,124+48.8% | $77,100+79.8% | $134,545+3.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.40% | 62.68%-68.1pp | 42.35%-47.8pp | 418.37%-423.8pp |
| Employer contribution / active EE | $8,705 | $3,421+154.4% | $2,815+209.3% | $4,742+83.6% |
| Participant deferral / active EE | $5,288 | $5,242+0.9% | $4,430+19.4% | $6,401-17.4% |
| Admin fee / account holder | $713 | $6,970-89.8% | $5,443-86.9% | $11,431-93.8% |