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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 | $27,625 | $49,177-43.8% | $79,467-65.2% | $64,173-57.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.59% | -1.16%-4.4pp | 718.30%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,253 | $2,076-39.7% | $2,800-55.3% | $2,381-47.4% |
| Participant deferral / active EE | $2,964 | $2,821+5.1% | $3,704-20.0% | $3,470-14.6% |
| Admin fee / account holder | $5,329 | $3,839+38.8% | $5,104+4.4% | $4,887+9.0% |