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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 | $181,092 | $95,915+88.8% | $79,580+127.6% | $134,532+34.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.82% | -2.71%-5.1pp | 0.15%-8.0pp | 418.27%-426.1pp |
| Employer contribution / active EE | $1,590 | $3,129-49.2% | $2,413-34.1% | $4,741-66.5% |
| Participant deferral / active EE | $1,304 | $4,693-72.2% | $3,985-67.3% | $6,401-79.6% |
| Admin fee / account holder | $1,715 | $9,132-81.2% | $6,835-74.9% | $11,429-85.0% |