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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 | $125,248 | $82,288+52.2% | $68,794+82.1% | $134,509-6.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.42% | -2.19%-13.2pp | -6.37%-9.0pp | 418.13%-433.6pp |
| Employer contribution / active EE | $6,169 | $3,301+86.9% | $2,656+132.3% | $4,741+30.1% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,037 | $6,482-68.6% | $4,934-58.7% | $11,427-82.2% |