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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 | $78,087 | $54,370+43.6% | $82,763-5.6% | $68,490+14.0% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+7.0pp | 67.9%+11.6pp |
| Annual return | -18.09% | -13.67%-4.4pp | 702.45%-720.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $6,962 | $2,219+213.7% | $3,008+131.4% | $2,597+168.1% |
| Participant deferral / active EE | $9,657 | $3,247+197.4% | $4,395+119.7% | $4,028+139.8% |
| Admin fee / account holder | $2,918 | $4,398-33.7% | $5,325-45.2% | $5,403-46.0% |