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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 | $63,119 | $75,962-16.9% | $154,111-59.0% | $64,173-1.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.94% | 30.32%-37.3pp | 735.18%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,128 | $3,350+53.1% | $5,298-3.2% | $2,381+115.4% |
| Participant deferral / active EE | $3,209 | $3,175+1.1% | $5,081-36.8% | $3,470-7.5% |
| Admin fee / account holder | $2,457 | $5,589-56.0% | $13,411-81.7% | $4,887-49.7% |