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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 | $79,475 | $45,566+74.4% | $64,105+24.0% | $59,632+33.3% |
| Participation rate | 97.1% | 60.2%+36.9pp | 68.2%+28.9pp | 68.7%+28.4pp |
| Annual return | -2.83% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $4,357 | $934+366.4% | $1,820+139.4% | $2,203+97.8% |
| Participant deferral / active EE | $3,322 | $2,057+61.5% | $2,822+17.7% | $3,192+4.1% |
| Admin fee / account holder | $4,981 | $3,268+52.5% | $4,499+10.7% | $4,297+15.9% |