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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 | $66,610 | $94,529-29.5% | $140,019-52.4% | $64,173+3.8% |
| Participation rate | 77.3% | 84.1%-6.8pp | 87.5%-10.2pp | 69.6%+7.7pp |
| Annual return | -5.28% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,230 | $5,250-38.5% | $6,927-53.4% | $3,470-6.9% |
| Admin fee / account holder | $5,223 | $6,741-22.5% | $10,705-51.2% | $4,887+6.9% |