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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 | $125,201 | $52,519+138.4% | $155,789-19.6% | $59,633+110.0% |
| Participation rate | 73.3% | 61.7%+11.6pp | 76.1%-2.8pp | 68.7%+4.7pp |
| Annual return | -1.71% | 53.51%-55.2pp | 71.54%-73.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,816 | $1,589+77.2% | $3,839-26.6% | $2,203+27.8% |
| Participant deferral / active EE | $6,776 | $3,084+119.7% | $4,798+41.2% | $3,192+112.3% |
| Admin fee / account holder | $1,059 | $3,540-70.1% | $7,477-85.8% | $4,297-75.4% |