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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 | $100,871 | $82,674+22.0% | $125,381-19.5% | $68,486+47.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.31%-589.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,158 | $3,382+22.9% | $4,815-13.7% | $2,597+60.1% |
| Participant deferral / active EE | $9,876 | $6,111+61.6% | $7,448+32.6% | $4,028+145.2% |
| Admin fee / account holder | $3,592 | $6,277-42.8% | $10,007-64.1% | $5,404-33.5% |