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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 | $124,681 | $82,678+50.8% | $125,391-0.6% | $68,490+82.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,150 | $3,382+22.7% | $4,816-13.8% | $2,597+59.8% |
| Participant deferral / active EE | $10,193 | $6,111+66.8% | $7,448+36.9% | $4,028+153.1% |
| Admin fee / account holder | $14,965 | $6,277+138.4% | $10,009+49.5% | $5,403+177.0% |