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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 | $30,802 | $95,979-67.9% | $74,551-58.7% | $135,380-77.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.71% | 56.97%-65.7pp | 32.53%-41.2pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,550 | $2,716-42.9% | $1,961-21.0% | $4,779-67.6% |
| Participant deferral / active EE | $3,016 | $3,844-21.5% | $3,108-3.0% | $5,609-46.2% |
| Admin fee / account holder | $1,248 | $6,522-80.9% | $5,059-75.3% | $10,828-88.5% |