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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 | $45,082 | $190,879-76.4% | $160,009-71.8% | $134,532-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.96% | 552.63%-567.6pp | 408.85%-423.8pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,792 | $4,995-44.1% | $4,225-33.9% | $4,741-41.1% |
| Participant deferral / active EE | $3,815 | $6,924-44.9% | $6,183-38.3% | $6,401-40.4% |
| Admin fee / account holder | $328 | $10,495-96.9% | $8,715-96.2% | $11,429-97.1% |