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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 | $37,694 | $75,962-50.4% | $154,108-75.5% | $64,173-41.3% |
| Participation rate | 82.5% | 70.4%+12.1pp | 83.0%-0.5pp | 69.6%+12.9pp |
| Annual return | -5.63% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $784 | $3,350-76.6% | $5,298-85.2% | $2,381-67.1% |
| Participant deferral / active EE | $2,268 | $3,175-28.6% | $5,081-55.4% | $3,470-34.6% |
| Admin fee / account holder | $7,979 | $5,589+42.8% | $13,411-40.5% | $4,887+63.2% |