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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 | $93,102 | $133,998-30.5% | $112,263-17.1% | $134,545-30.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -7.88% | 47.17%-55.1pp | 27.49%-35.4pp | 418.37%-426.2pp |
| Employer contribution / active EE | $4,063 | $4,040+0.6% | $3,636+11.7% | $4,742-14.3% |
| Participant deferral / active EE | $2,278 | $5,292-57.0% | $4,729-51.8% | $6,401-64.4% |
| Admin fee / account holder | $5,816 | $7,493-22.4% | $6,410-9.3% | $11,431-49.1% |