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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 | $74,869 | $54,239+38.0% | $70,098+6.8% | $68,495+9.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.54% | -13.87%-0.7pp | 190.76%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $12,000 | $2,019+494.4% | $2,560+368.7% | $2,596+362.2% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,891 | $4,691-17.1% | $6,266-37.9% | $5,403-28.0% |