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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 | $62,931 | $92,743-32.1% | $82,744-23.9% | $134,532-53.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.07% | 946.63%-963.7pp | 702.22%-719.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $4,186 | $3,273+27.9% | $3,008+39.1% | $4,741-11.7% |
| Participant deferral / active EE | $3,221 | $4,802-32.9% | $4,395-26.7% | $6,401-49.7% |
| Admin fee / account holder | $4,124 | $5,977-31.0% | $5,325-22.6% | $11,429-63.9% |