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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 | $89,739 | $152,597-41.2% | $117,533-23.6% | $134,532-33.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 53.04%-66.2pp | 29.77%-43.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $4,936 | $5,576-11.5% | $4,179+18.1% | $4,741+4.1% |
| Participant deferral / active EE | $2,531 | $4,821-47.5% | $4,072-37.8% | $6,401-60.5% |
| Admin fee / account holder | $532 | $7,007-92.4% | $5,647-90.6% | $11,429-95.3% |