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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 | $12,276 | $133,981-90.8% | $112,249-89.1% | $134,532-90.9% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -12.12% | 47.16%-59.3pp | 27.48%-39.6pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,742 | $4,040-56.9% | $3,636-52.1% | $4,741-63.3% |
| Participant deferral / active EE | $2,136 | $5,292-59.6% | $4,729-54.8% | $6,401-66.6% |
| Admin fee / account holder | $629 | $7,492-91.6% | $6,412-90.2% | $11,429-94.5% |