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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 | $127,511 | $67,396+89.2% | $60,919+109.3% | $134,545-5.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -9.39% | 50.12%-59.5pp | 16.96%-26.4pp | 418.37%-427.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,572 | $4,534+89.1% | $3,814+124.7% | $6,401+33.9% |
| Admin fee / account holder | $547 | $4,590-88.1% | $3,228-83.1% | $11,431-95.2% |