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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 | $69,803 | $82,324-15.2% | $68,803+1.5% | $134,545-48.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.63% | -2.17%-11.5pp | -6.37%-7.3pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,079 | $3,302+84.1% | $2,656+128.9% | $4,742+28.2% |
| Participant deferral / active EE | $10,832 | $4,740+128.5% | $3,942+174.8% | $6,401+69.2% |
| Admin fee / account holder | $605 | $6,485-90.7% | $4,936-87.7% | $11,431-94.7% |