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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 | $185,520 | $82,678+124.4% | $125,391+48.0% | $68,490+170.9% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -14.74% | -5.97%-8.8pp | 572.41%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $9,752 | $3,382+188.3% | $4,816+102.5% | $2,597+275.6% |
| Participant deferral / active EE | $4,656 | $6,111-23.8% | $7,448-37.5% | $4,028+15.6% |
| Admin fee / account holder | $36,504 | $6,277+481.5% | $10,009+264.7% | $5,403+575.6% |