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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 | $79,070 | $57,352+37.9% | $83,830-5.7% | $64,173+23.2% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.9pp | 69.6%+27.4pp |
| Annual return | -6.42% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,553 | $2,546+118.1% | $3,631+52.9% | $2,381+133.2% |
| Participant deferral / active EE | $1,313 | $2,993-56.1% | $4,082-67.8% | $3,470-62.2% |
| Admin fee / account holder | $14,618 | $4,046+261.3% | $5,479+166.8% | $4,887+199.1% |