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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 | $98,381 | $82,674+19.0% | $125,381-21.5% | $68,486+43.7% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,980 | $3,382-11.9% | $4,815-38.1% | $2,597+14.8% |
| Participant deferral / active EE | $6,581 | $6,111+7.7% | $7,448-11.6% | $4,028+63.4% |
| Admin fee / account holder | $4,718 | $6,277-24.8% | $10,007-52.9% | $5,404-12.7% |