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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 | $23,835 | $75,832-68.6% | $147,617-83.9% | $59,633-60.0% |
| Participation rate | 79.3% | 71.6%+7.7pp | 84.6%-5.3pp | 68.7%+10.6pp |
| Annual return | -0.47% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,726 | $3,485-50.5% | $5,564-69.0% | $2,203-21.6% |
| Participant deferral / active EE | $3,267 | $3,131+4.4% | $4,895-33.3% | $3,192+2.4% |
| Admin fee / account holder | $3,767 | $5,986-37.1% | $11,612-67.6% | $4,297-12.3% |