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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 | $93,707 | $133,981-30.1% | $112,249-16.5% | $134,532-30.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -8.41% | 47.16%-55.6pp | 27.48%-35.9pp | 418.27%-426.7pp |
| Employer contribution / active EE | $13,928 | $4,040+244.8% | $3,636+283.1% | $4,741+193.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,837 | $7,492-22.1% | $6,412-9.0% | $11,429-48.9% |