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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 | $57,976 | $49,177+17.9% | $79,467-27.0% | $64,173-9.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.73% | -1.16%-3.6pp | 718.30%-723.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,830 | $2,076-11.9% | $2,800-34.7% | $2,381-23.1% |
| Participant deferral / active EE | $5,760 | $2,821+104.2% | $3,704+55.5% | $3,470+66.0% |
| Admin fee / account holder | $16,749 | $3,839+336.3% | $5,104+228.1% | $4,887+242.7% |