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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 | $57,594 | $56,197+2.5% | $67,652-14.9% | $59,633-3.4% |
| Participation rate | 76.9% | 71.5%+5.5pp | 75.7%+1.3pp | 68.7%+8.3pp |
| Annual return | -1.08% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,138 | $1,615+32.4% | $2,266-5.7% | $2,203-3.0% |
| Participant deferral / active EE | $3,557 | $2,844+25.1% | $3,560-0.1% | $3,192+11.4% |
| Admin fee / account holder | $6,964 | $3,958+75.9% | $4,821+44.5% | $4,297+62.1% |