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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 | $25,003 | $68,996-63.8% | $159,991-84.4% | $68,495-63.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -9.81% | -9.65%-0.2pp | 408.82%-418.6pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,216 | $2,212+45.4% | $4,225-23.9% | $2,596+23.9% |
| Participant deferral / active EE | $3,962 | $4,211-5.9% | $6,183-35.9% | $4,028-1.6% |
| Admin fee / account holder | $925 | $4,797-80.7% | $8,715-89.4% | $5,403-82.9% |