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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 | $62,469 | $93,098-32.9% | $77,081-19.0% | $134,509-53.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -16.10% | 62.63%-78.7pp | 42.33%-58.4pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,247 | $3,419-34.3% | $2,813-20.1% | $4,741-52.6% |
| Participant deferral / active EE | $10,098 | $5,239+92.7% | $4,428+128.1% | $6,400+57.8% |
| Admin fee / account holder | $1,108 | $6,945-84.0% | $5,427-79.6% | $11,427-90.3% |