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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 | $52,991 | $49,177+7.8% | $79,466-33.3% | $64,173-17.4% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.3pp |
| Annual return | -2.50% | -1.16%-1.3pp | 718.28%-720.8pp | 7.63%-10.1pp |
| Employer contribution / active EE | $264 | $2,076-87.3% | $2,800-90.6% | $2,381-88.9% |
| Participant deferral / active EE | $814 | $2,821-71.2% | $3,704-78.0% | $3,470-76.5% |
| Admin fee / account holder | $1,795 | $3,839-53.2% | $5,104-64.8% | $4,887-63.3% |