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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 | $129,961 | $49,177+164.3% | $79,467+63.5% | $64,173+102.5% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.6%+14.4pp |
| Annual return | -3.78% | -1.16%-2.6pp | 718.30%-722.1pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,496 | $2,821+165.7% | $3,704+102.4% | $3,470+116.1% |
| Admin fee / account holder | $7,025 | $3,839+83.0% | $5,104+37.6% | $4,887+43.7% |