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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 | $41,790 | $75,962-45.0% | $154,108-72.9% | $64,173-34.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.59% | 30.32%-32.9pp | 735.21%-737.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,612 | $3,350+7.8% | $5,298-31.8% | $2,381+51.7% |
| Participant deferral / active EE | $3,154 | $3,175-0.6% | $5,081-37.9% | $3,470-9.1% |
| Admin fee / account holder | $1,603 | $5,589-71.3% | $13,411-88.0% | $4,887-67.2% |