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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 | $90,683 | $45,152+100.8% | $73,843+22.8% | $59,632+52.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.19% | 27.40%-29.6pp | 2267.91%-2270.1pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $2,541 | $1,902+33.6% | $2,787-8.8% | $2,203+15.4% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,236 | $3,516-8.0% | $4,880-33.7% | $4,297-24.7% |