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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 | $88,816 | $133,981-33.7% | $112,249-20.9% | $134,532-34.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.22% | 47.16%-53.4pp | 27.48%-33.7pp | 418.27%-424.5pp |
| Employer contribution / active EE | $909 | $4,040-77.5% | $3,636-75.0% | $4,741-80.8% |
| Participant deferral / active EE | $2,207 | $5,292-58.3% | $4,729-53.3% | $6,401-65.5% |
| Admin fee / account holder | $3,033 | $7,492-59.5% | $6,412-52.7% | $11,429-73.5% |