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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 | $95,079 | $82,678+15.0% | $125,391-24.2% | $68,490+38.8% |
| Participation rate | 89.1% | 75.1%+14.1pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -13.67% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $5,436 | $3,382+60.7% | $4,816+12.9% | $2,597+109.3% |
| Participant deferral / active EE | $3,580 | $6,111-41.4% | $7,448-51.9% | $4,028-11.1% |
| Admin fee / account holder | $1,338 | $6,277-78.7% | $10,009-86.6% | $5,403-75.2% |