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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 | $35,081 | $49,177-28.7% | $79,467-55.9% | $64,173-45.3% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.3%+13.2pp | 69.6%+17.0pp |
| Annual return | -7.19% | -1.16%-6.0pp | 718.30%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,560 | $2,076+119.6% | $2,800+62.8% | $2,381+91.5% |
| Participant deferral / active EE | $6,340 | $2,821+124.7% | $3,704+71.2% | $3,470+82.7% |
| Admin fee / account holder | $8,112 | $3,839+111.3% | $5,104+58.9% | $4,887+66.0% |