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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 | $37,084 | $135,639-72.7% | $110,241-66.4% | $135,382-72.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -3.23% | 513.21%-516.4pp | 314.75%-318.0pp | 519.77%-523.0pp |
| Employer contribution / active EE | $1,522 | $4,907-69.0% | $3,827-60.2% | $4,779-68.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,794 | $11,457-40.7% | $8,548-20.5% | $10,829-37.3% |