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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 | $48,598 | $75,962-36.0% | $154,108-68.5% | $64,173-24.3% |
| Participation rate | 89.0% | 70.4%+18.6pp | 83.0%+6.0pp | 69.6%+19.5pp |
| Annual return | -1.56% | 30.32%-31.9pp | 735.21%-736.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,732 | $3,175+17.5% | $5,081-26.5% | $3,470+7.6% |
| Admin fee / account holder | $1,108 | $5,589-80.2% | $13,411-91.7% | $4,887-77.3% |