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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 | $76,525 | $67,396+13.5% | $60,919+25.6% | $134,545-43.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.1%+3.8pp | 81.2%-4.3pp |
| Annual return | -13.13% | 50.12%-63.2pp | 16.96%-30.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $4,774 | $3,101+53.9% | $2,704+76.6% | $4,742+0.7% |
| Participant deferral / active EE | $4,184 | $4,534-7.7% | $3,814+9.7% | $6,401-34.6% |
| Admin fee / account holder | $10,225 | $4,590+122.8% | $3,228+216.8% | $11,431-10.6% |