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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 | $41,283 | $75,832-45.6% | $147,617-72.0% | $59,633-30.8% |
| Participation rate | 91.7% | 71.6%+20.1pp | 84.6%+7.0pp | 68.7%+23.0pp |
| Annual return | -0.11% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,195 | $3,485-37.0% | $5,564-60.6% | $2,203-0.4% |
| Participant deferral / active EE | $1,103 | $3,131-64.8% | $4,895-77.5% | $3,192-65.4% |
| Admin fee / account holder | $2,975 | $5,986-50.3% | $11,612-74.4% | $4,297-30.8% |