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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 | $25,023 | $138,076-81.9% | $123,553-79.7% | $135,380-81.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.28% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,057 | $5,152-40.7% | $4,628-33.9% | $4,779-36.0% |
| Participant deferral / active EE | $5,536 | $6,800-18.6% | $6,426-13.9% | $5,609-1.3% |
| Admin fee / account holder | $3,286 | $10,917-69.9% | $9,284-64.6% | $10,828-69.7% |