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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 | $49,173 | $142,409-65.5% | $119,634-58.9% | $134,545-63.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.09% | -12.46%+10.4pp | -14.98%+12.9pp | 418.37%-420.5pp |
| Employer contribution / active EE | $7,202 | $5,224+37.9% | $4,232+70.2% | $4,742+51.9% |
| Participant deferral / active EE | $4,300 | $6,468-33.5% | $5,601-23.2% | $6,401-32.8% |
| Admin fee / account holder | $908 | $13,594-93.3% | $10,329-91.2% | $11,431-92.1% |