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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 | $22,384 | $75,962-70.5% | $154,108-85.5% | $64,173-65.1% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | -3.99% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,749 | $3,350-47.8% | $5,298-67.0% | $2,381-26.6% |
| Participant deferral / active EE | $1,918 | $3,175-39.6% | $5,081-62.3% | $3,470-44.7% |
| Admin fee / account holder | $2,596 | $5,589-53.6% | $13,411-80.6% | $4,887-46.9% |