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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 | $48,953 | $102,422-52.2% | $147,117-66.7% | $80,959-39.5% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $3,603 | $3,717-3.1% | $4,932-27.0% | $2,757+30.7% |
| Participant deferral / active EE | $7,878 | $6,652+18.4% | $8,065-2.3% | $4,300+83.2% |
| Admin fee / account holder | $7,287 | $7,953-8.4% | $12,993-43.9% | $6,925+5.2% |