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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 | $109,728 | $91,536+19.9% | $130,062-15.6% | $75,177+46.0% |
| Participation rate | 90.2% | 71.5%+18.7pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | 13.54% | -631.62%+645.2pp | -137.37%+150.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $3,279 | $2,845+15.2% | $4,322-24.1% | $2,671+22.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,797 | $6,780-73.5% | $10,601-83.0% | $5,651-68.2% |