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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 | $45,479 | $75,962-40.1% | $154,108-70.5% | $64,173-29.1% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | -4.30% | 30.32%-34.6pp | 735.21%-739.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,506 | $3,350-55.0% | $5,298-71.6% | $2,381-36.7% |
| Participant deferral / active EE | $2,028 | $3,175-36.1% | $5,081-60.1% | $3,470-41.5% |
| Admin fee / account holder | $1,496 | $5,589-73.2% | $13,411-88.8% | $4,887-69.4% |