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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 | $43,196 | $106,549-59.5% | $91,225-52.6% | $134,509-67.9% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -18.84% | 160.73%-179.6pp | 114.10%-132.9pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,142 | $3,331-65.7% | $2,851-59.9% | $4,741-75.9% |
| Participant deferral / active EE | $2,349 | $4,719-50.2% | $4,234-44.5% | $6,400-63.3% |
| Admin fee / account holder | $15,465 | $6,234+148.1% | $5,422+185.2% | $11,427+35.3% |