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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 | $122,349 | $95,979+27.5% | $74,551+64.1% | $135,380-9.6% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -5.56% | 56.97%-62.5pp | 32.53%-38.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $10,318 | $2,716+279.9% | $1,961+426.2% | $4,779+115.9% |
| Participant deferral / active EE | $5,038 | $3,844+31.1% | $3,108+62.1% | $5,609-10.2% |
| Admin fee / account holder | $1,336 | $6,522-79.5% | $5,059-73.6% | $10,828-87.7% |