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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 | $69,894 | $49,177+42.1% | $79,467-12.0% | $64,173+8.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.16%-5.3pp | 718.30%-724.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $10,148 | $2,076+388.7% | $2,800+262.4% | $2,381+326.2% |
| Participant deferral / active EE | $6,707 | $2,821+137.7% | $3,704+81.1% | $3,470+93.3% |
| Admin fee / account holder | $3,533 | $3,839-8.0% | $5,104-30.8% | $4,887-27.7% |