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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 | $221,154 | $82,678+167.5% | $125,391+76.4% | $68,490+222.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,532 | $3,382+34.0% | $4,816-5.9% | $2,597+74.5% |
| Participant deferral / active EE | $5,614 | $6,111-8.1% | $7,448-24.6% | $4,028+39.4% |
| Admin fee / account holder | $4,694 | $6,277-25.2% | $10,009-53.1% | $5,403-13.1% |