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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 | $36,835 | $82,674-55.4% | $125,381-70.6% | $68,486-46.2% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -7.24% | -5.97%-1.3pp | 572.31%-579.6pp | -7.85%+0.6pp |
| Employer contribution / active EE | $2,587 | $3,382-23.5% | $4,815-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $3,164 | $6,111-48.2% | $7,448-57.5% | $4,028-21.4% |
| Admin fee / account holder | $3,061 | $6,277-51.2% | $10,007-69.4% | $5,404-43.4% |