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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 | $91,576 | $142,392-35.7% | $119,622-23.4% | $134,532-31.9% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -8.86% | -12.46%+3.6pp | -14.98%+6.1pp | 418.27%-427.1pp |
| Employer contribution / active EE | $8,128 | $5,224+55.6% | $4,232+92.1% | $4,741+71.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,684 | $13,593-58.2% | $10,328-45.0% | $11,429-50.3% |