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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 | $48,326 | $82,674-41.5% | $125,381-61.5% | $68,486-29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.83% | -5.97%-11.9pp | 572.31%-590.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,373 | $3,382+29.3% | $4,815-9.2% | $2,597+68.4% |
| Participant deferral / active EE | $12,225 | $6,111+100.1% | $7,448+64.1% | $4,028+203.5% |
| Admin fee / account holder | $2,960 | $6,277-52.8% | $10,007-70.4% | $5,404-45.2% |