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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 | $52,802 | $91,537-42.3% | $130,045-59.4% | $75,173-29.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.42% | -631.55%+646.0pp | -137.30%+151.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,189 | $2,845-58.2% | $4,321-72.5% | $2,671-55.5% |
| Participant deferral / active EE | $2,197 | $4,343-49.4% | $5,820-62.3% | $4,126-46.8% |
| Admin fee / account holder | $633 | $6,780-90.7% | $10,600-94.0% | $5,651-88.8% |