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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 | $43,183 | $75,832-43.1% | $147,618-70.7% | $59,633-27.6% |
| Participation rate | 72.5% | 71.6%+0.9pp | 84.6%-12.1pp | 68.7%+3.8pp |
| Annual return | -1.18% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $1,536 | $3,485-55.9% | $5,565-72.4% | $2,203-30.3% |
| Participant deferral / active EE | $3,187 | $3,131+1.8% | $4,895-34.9% | $3,192-0.1% |
| Admin fee / account holder | $3,770 | $5,986-37.0% | $11,612-67.5% | $4,297-12.3% |