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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 | $84,300 | $129,959-35.1% | $104,301-19.2% | $134,509-37.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.34% | 42.04%-60.4pp | 24.61%-43.0pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,959 | $4,185-53.2% | $3,373-41.9% | $4,741-58.7% |
| Participant deferral / active EE | $5,571 | $5,589-0.3% | $4,626+20.4% | $6,400-13.0% |
| Admin fee / account holder | $2,109 | $9,325-77.4% | $7,340-71.3% | $11,427-81.5% |