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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 | $46,111 | $78,694-41.4% | $67,652-31.8% | $125,389-63.2% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -1.11% | 9.46%-10.6pp | 6625.40%-6626.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,672 | $3,044-45.1% | $2,266-26.2% | $4,866-65.6% |
| Participant deferral / active EE | $5,571 | $4,292+29.8% | $3,560+56.5% | $5,352+4.1% |
| Admin fee / account holder | $3,298 | $7,403-55.5% | $4,821-31.6% | $9,541-65.4% |