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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 | $28,598 | $133,998-78.7% | $112,263-74.5% | $134,545-78.7% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -17.03% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $5,556 | $4,040+37.5% | $3,636+52.8% | $4,742+17.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $446 | $7,493-94.0% | $6,410-93.0% | $11,431-96.1% |