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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 | $65,825 | $138,078-52.3% | $125,363-47.5% | $134,509-51.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.25% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,728 | $5,245-48.0% | $4,815-43.3% | $4,741-42.4% |
| Participant deferral / active EE | $9,919 | $7,800+27.2% | $7,447+33.2% | $6,400+55.0% |
| Admin fee / account holder | $11,890 | $11,566+2.8% | $10,005+18.8% | $11,427+4.1% |