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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 | $178,386 | $100,792+77.0% | $86,691+105.8% | $134,509+32.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 29.08%-42.1pp | 35.94%-48.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $6,545 | $3,491+87.5% | $2,837+130.7% | $4,741+38.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,889 | $10,924-46.1% | $7,492-21.4% | $11,427-48.5% |