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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 | $50,305 | $82,314-38.9% | $68,808-26.9% | $134,532-62.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.74% | -2.18%-7.6pp | -6.37%-3.4pp | 418.27%-428.0pp |
| Employer contribution / active EE | $2,000 | $3,301-39.4% | $2,656-24.7% | $4,741-57.8% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,206 | $6,484-81.4% | $4,936-75.6% | $11,429-89.4% |