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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 | $166,872 | $134,001+24.5% | $112,258+48.6% | $134,509+24.1% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.02% | 47.15%-62.2pp | 27.47%-42.5pp | 418.13%-433.2pp |
| Employer contribution / active EE | $12,498 | $4,039+209.4% | $3,636+243.8% | $4,741+163.6% |
| Participant deferral / active EE | $7,833 | $5,291+48.0% | $4,728+65.7% | $6,400+22.4% |
| Admin fee / account holder | $1,760 | $7,491-76.5% | $6,411-72.6% | $11,427-84.6% |