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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 | $85,336 | $152,597-44.1% | $117,533-27.4% | $134,532-36.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.76% | 53.04%-62.8pp | 29.77%-39.5pp | 418.27%-428.0pp |
| Employer contribution / active EE | $6,213 | $5,576+11.4% | $4,179+48.7% | $4,741+31.0% |
| Participant deferral / active EE | $6,362 | $4,821+32.0% | $4,072+56.2% | $6,401-0.6% |
| Admin fee / account holder | $7,845 | $7,007+12.0% | $5,647+38.9% | $11,429-31.4% |