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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 | $29,078 | $138,102-78.9% | $125,381-76.8% | $134,532-78.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.64% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,297 | $5,245-75.3% | $4,815-73.1% | $4,741-72.6% |
| Participant deferral / active EE | $3,103 | $7,801-60.2% | $7,448-58.3% | $6,401-51.5% |
| Admin fee / account holder | $3,566 | $11,568-69.2% | $10,007-64.4% | $11,429-68.8% |