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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 | $84,449 | $75,832+11.4% | $147,618-42.8% | $59,633+41.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.81% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $2,254 | $3,485-35.3% | $5,565-59.5% | $2,203+2.3% |
| Participant deferral / active EE | $4,726 | $3,131+51.0% | $4,895-3.5% | $3,192+48.1% |
| Admin fee / account holder | $2,242 | $5,986-62.5% | $11,612-80.7% | $4,297-47.8% |