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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 | $86,439 | $92,743-6.8% | $82,744+4.5% | $134,532-35.7% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -17.17% | 946.63%-963.8pp | 702.22%-719.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,852 | $3,273-12.9% | $3,008-5.2% | $4,741-39.8% |
| Participant deferral / active EE | $9,675 | $4,802+101.5% | $4,395+120.2% | $6,401+51.1% |
| Admin fee / account holder | $1,136 | $5,977-81.0% | $5,325-78.7% | $11,429-90.1% |