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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 | $153,073 | $82,678+85.1% | $125,391+22.1% | $68,490+123.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,912 | $3,382-13.9% | $4,816-39.5% | $2,597+12.2% |
| Participant deferral / active EE | $7,002 | $6,111+14.6% | $7,448-6.0% | $4,028+73.8% |
| Admin fee / account holder | $3,130 | $6,277-50.1% | $10,009-68.7% | $5,403-42.1% |