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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 | $40,918 | $49,177-16.8% | $79,466-48.5% | $64,173-36.2% |
| Participation rate | 97.0% | 65.0%+31.9pp | 73.3%+23.6pp | 69.6%+27.4pp |
| Annual return | -7.02% | -1.16%-5.9pp | 718.28%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,210 | $2,076+54.6% | $2,800+14.6% | $2,381+34.8% |
| Participant deferral / active EE | $2,984 | $2,821+5.7% | $3,704-19.4% | $3,470-14.0% |
| Admin fee / account holder | $852 | $3,839-77.8% | $5,104-83.3% | $4,887-82.6% |