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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 | $57,659 | $82,674-30.3% | $125,381-54.0% | $68,486-15.8% |
| Participation rate | 79.6% | 75.1%+4.6pp | 82.4%-2.7pp | 67.9%+11.7pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,762 | $3,382-18.3% | $4,815-42.6% | $2,597+6.4% |
| Participant deferral / active EE | $7,801 | $6,111+27.7% | $7,448+4.7% | $4,028+93.7% |
| Admin fee / account holder | $443 | $6,277-92.9% | $10,007-95.6% | $5,404-91.8% |