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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 | $33,097 | $32,117+3.1% | $71,089-53.4% | $64,173-48.4% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -4.31% | -5.57%+1.3pp | 650.65%-655.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,473 | $1,263+16.7% | $1,873-21.3% | $3,470-57.5% |
| Admin fee / account holder | $2,473 | $2,759-10.4% | $3,082-19.8% | $4,887-49.4% |