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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 | $39,766 | $75,962-47.7% | $154,108-74.2% | $64,173-38.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,669 | $3,350-50.2% | $5,298-68.5% | $2,381-29.9% |
| Participant deferral / active EE | $4,509 | $3,175+42.0% | $5,081-11.2% | $3,470+30.0% |
| Admin fee / account holder | $973 | $5,589-82.6% | $13,411-92.7% | $4,887-80.1% |