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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 | $107,807 | $133,981-19.5% | $112,249-4.0% | $134,532-19.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.65% | 47.16%-59.8pp | 27.48%-40.1pp | 418.27%-430.9pp |
| Employer contribution / active EE | $6,981 | $4,040+72.8% | $3,636+92.0% | $4,741+47.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,506 | $7,492-66.5% | $6,412-60.9% | $11,429-78.1% |