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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 | $76,077 | $78,694-3.3% | $67,653+12.5% | $125,388-39.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.98% | 9.46%-10.4pp | 6625.22%-6626.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,778 | $3,044-8.7% | $2,266+22.6% | $4,866-42.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,390 | $7,403-67.7% | $4,821-50.4% | $9,541-74.9% |