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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 | $58,351 | $54,370+7.3% | $82,763-29.5% | $68,490-14.8% |
| Participation rate | 84.1% | 63.9%+20.1pp | 72.6%+11.5pp | 67.9%+16.2pp |
| Annual return | -15.76% | -13.67%-2.1pp | 702.45%-718.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,687 | $3,247+75.1% | $4,395+29.4% | $4,028+41.2% |
| Admin fee / account holder | $1,380 | $4,398-68.6% | $5,325-74.1% | $5,403-74.5% |