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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 | $51,536 | $82,674-37.7% | $125,358-58.9% | $68,498-24.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -1.81% | -5.97%+4.2pp | 572.03%-573.8pp | -7.84%+6.0pp |
| Employer contribution / active EE | $7,129 | $3,381+110.8% | $4,814+48.1% | $2,596+174.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,490 | $6,276-60.3% | $10,007-75.1% | $5,403-53.9% |