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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 | $78,445 | $49,177+59.5% | $79,466-1.3% | $64,173+22.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.41% | -1.16%-5.2pp | 718.28%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,287 | $2,076+106.5% | $2,800+53.1% | $2,381+80.0% |
| Participant deferral / active EE | $2,847 | $2,821+0.9% | $3,704-23.1% | $3,470-18.0% |
| Admin fee / account holder | $1,288 | $3,839-66.5% | $5,104-74.8% | $4,887-73.7% |