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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 | $54,996 | $152,591-64.0% | $117,529-53.2% | $134,545-59.1% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -19.38% | 53.04%-72.4pp | 29.77%-49.1pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,913 | $5,576-47.8% | $4,179-30.3% | $4,742-38.6% |
| Participant deferral / active EE | $4,252 | $4,821-11.8% | $4,072+4.4% | $6,401-33.6% |
| Admin fee / account holder | $1,624 | $7,004-76.8% | $5,645-71.2% | $11,431-85.8% |