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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 | $48,799 | $168,636-71.1% | $147,618-66.9% | $125,388-61.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -2.43% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,840 | $6,252-70.6% | $5,565-66.9% | $4,866-62.2% |
| Participant deferral / active EE | $1,878 | $5,507-65.9% | $4,895-61.6% | $5,352-64.9% |
| Admin fee / account holder | $303 | $13,580-97.8% | $11,612-97.4% | $9,541-96.8% |