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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 | $21,783 | $75,962-71.3% | $154,108-85.9% | $64,173-66.1% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -2.70% | 30.32%-33.0pp | 735.21%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,780 | $3,350-46.9% | $5,298-66.4% | $2,381-25.2% |
| Participant deferral / active EE | $4,282 | $3,175+34.9% | $5,081-15.7% | $3,470+23.4% |
| Admin fee / account holder | $2,991 | $5,589-46.5% | $13,411-77.7% | $4,887-38.8% |