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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 | $63,563 | $95,915-33.7% | $79,580-20.1% | $134,532-52.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -6.94% | -2.71%-4.2pp | 0.15%-7.1pp | 418.27%-425.2pp |
| Employer contribution / active EE | $12,582 | $3,129+302.1% | $2,413+421.3% | $4,741+165.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,680 | $9,132-59.7% | $6,835-46.2% | $11,429-67.8% |