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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 | $98,193 | $67,396+45.7% | $60,919+61.2% | $134,545-27.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.91% | 50.12%-63.0pp | 16.96%-29.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $5,526 | $3,101+78.2% | $2,704+104.4% | $4,742+16.5% |
| Participant deferral / active EE | $9,397 | $4,534+107.2% | $3,814+146.4% | $6,401+46.8% |
| Admin fee / account holder | $5,636 | $4,590+22.8% | $3,228+74.6% | $11,431-50.7% |