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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 | $14,767 | $133,981-89.0% | $112,249-86.8% | $134,532-89.0% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -12.45% | 47.16%-59.6pp | 27.48%-39.9pp | 418.27%-430.7pp |
| Employer contribution / active EE | $3,162 | $4,040-21.7% | $3,636-13.0% | $4,741-33.3% |
| Participant deferral / active EE | $5,535 | $5,292+4.6% | $4,729+17.0% | $6,401-13.5% |
| Admin fee / account holder | $8,549 | $7,492+14.1% | $6,412+33.3% | $11,429-25.2% |