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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 | $92,833 | $82,674+12.3% | $125,381-26.0% | $68,486+35.6% |
| Participation rate | 85.4% | 75.1%+10.3pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -18.16% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,735 | $3,382+69.6% | $4,815+19.1% | $2,597+120.8% |
| Participant deferral / active EE | $7,080 | $6,111+15.9% | $7,448-4.9% | $4,028+75.8% |
| Admin fee / account holder | $591 | $6,277-90.6% | $10,007-94.1% | $5,404-89.1% |