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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 | $33,405 | $67,396-50.4% | $60,919-45.2% | $134,545-75.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -15.70% | 50.12%-65.8pp | 16.96%-32.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,435 | $3,101-21.5% | $2,704-9.9% | $4,742-48.6% |
| Participant deferral / active EE | $6,817 | $4,534+50.3% | $3,814+78.7% | $6,401+6.5% |
| Admin fee / account holder | $11,151 | $4,590+142.9% | $3,228+245.5% | $11,431-2.4% |