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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 | $45,042 | $92,766-51.4% | $82,763-45.6% | $134,545-66.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.17% | 946.97%-963.1pp | 702.45%-718.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,092 | $3,273-66.6% | $3,008-63.7% | $4,742-77.0% |
| Participant deferral / active EE | $5,443 | $4,802+13.3% | $4,395+23.8% | $6,401-15.0% |
| Admin fee / account holder | $5,340 | $5,978-10.7% | $5,325+0.3% | $11,431-53.3% |