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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 | $42,635 | $49,177-13.3% | $79,466-46.3% | $64,173-33.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.79% | -1.16%-5.6pp | 718.28%-725.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,761 | $2,076+177.4% | $2,800+105.7% | $2,381+142.0% |
| Participant deferral / active EE | $3,868 | $2,821+37.1% | $3,704+4.4% | $3,470+11.5% |
| Admin fee / account holder | $1,166 | $3,839-69.6% | $5,104-77.1% | $4,887-76.1% |