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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 | $22,559 | $54,357-58.5% | $82,706-72.7% | $68,495-67.1% |
| Participation rate | 89.4% | 63.9%+25.4pp | 72.6%+16.8pp | 67.9%+21.5pp |
| Annual return | -2.39% | -13.67%+11.3pp | 701.76%-704.2pp | -7.84%+5.4pp |
| Employer contribution / active EE | $1,331 | $2,218-40.0% | $3,007-55.8% | $2,596-48.7% |
| Participant deferral / active EE | $4,752 | $3,246+46.4% | $4,394+8.1% | $4,028+18.0% |
| Admin fee / account holder | $9,520 | $4,396+116.5% | $5,329+78.7% | $5,403+76.2% |