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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 | $39,998 | $152,597-73.8% | $117,533-66.0% | $134,532-70.3% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -16.39% | 53.04%-69.4pp | 29.77%-46.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,694 | $5,576-69.6% | $4,179-59.5% | $4,741-64.3% |
| Participant deferral / active EE | $7,947 | $4,821+64.8% | $4,072+95.1% | $6,401+24.2% |
| Admin fee / account holder | $6,279 | $7,007-10.4% | $5,647+11.2% | $11,429-45.1% |