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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 | $83,476 | $43,730+90.9% | $121,220-31.1% | $64,173+30.1% |
| Participation rate | 85.2% | 58.3%+26.8pp | 71.8%+13.4pp | 69.6%+15.6pp |
| Annual return | -6.05% | 68.94%-75.0pp | 16.94%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,049 | $1,297+58.0% | $4,023-49.1% | $2,381-13.9% |
| Participant deferral / active EE | $6,346 | $2,281+178.3% | $3,345+89.7% | $3,470+82.9% |
| Admin fee / account holder | $792 | $3,502-77.4% | $5,021-84.2% | $4,887-83.8% |