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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 | $52,907 | $142,392-62.8% | $119,622-55.8% | $134,532-60.7% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -16.23% | -12.46%-3.8pp | -14.98%-1.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,121 | $6,467-51.7% | $5,601-44.3% | $6,401-51.2% |
| Admin fee / account holder | $36,999 | $13,593+172.2% | $10,328+258.2% | $11,429+223.7% |