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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 | $41,311 | $82,674-50.0% | $125,363-67.0% | $68,495-39.7% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -18.89% | -5.97%-12.9pp | 572.15%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,576 | $6,111-8.7% | $7,447-25.1% | $4,028+38.5% |
| Admin fee / account holder | $1,994 | $6,276-68.2% | $10,005-80.1% | $5,403-63.1% |