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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 | $78,774 | $133,981-41.2% | $112,249-29.8% | $134,532-41.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.03% | 47.16%-61.2pp | 27.48%-41.5pp | 418.27%-432.3pp |
| Employer contribution / active EE | $10,318 | $4,040+155.4% | $3,636+183.8% | $4,741+117.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $876 | $7,492-88.3% | $6,412-86.3% | $11,429-92.3% |