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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 | $36,875 | $90,617-59.3% | $79,476-53.6% | $135,382-72.8% |
| Participation rate | 73.3% | 76.1%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -7.87% | 977.57%-985.4pp | 718.21%-726.1pp | 519.77%-527.6pp |
| Employer contribution / active EE | $1,692 | $3,068-44.8% | $2,800-39.6% | $4,779-64.6% |
| Participant deferral / active EE | $2,112 | $4,050-47.9% | $3,704-43.0% | $5,609-62.3% |
| Admin fee / account holder | $1,173 | $5,907-80.2% | $5,113-77.1% | $10,829-89.2% |