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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 | $11,967 | $67,396-82.2% | $60,919-80.4% | $134,545-91.1% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.1%+22.5pp | 81.2%+14.4pp |
| Annual return | -16.62% | 50.12%-66.7pp | 16.96%-33.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,671 | $4,534-63.2% | $3,814-56.2% | $6,401-73.9% |
| Admin fee / account holder | $3,434 | $4,590-25.2% | $3,228+6.4% | $11,431-70.0% |