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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 | $17,219 | $75,959-77.3% | $154,114-88.8% | $64,181-73.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.35% | 30.32%-37.7pp | 735.16%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,383 | $3,350+30.8% | $5,298-17.3% | $2,381+84.1% |
| Participant deferral / active EE | $2,497 | $3,175-21.3% | $5,081-50.8% | $3,470-28.0% |
| Admin fee / account holder | $2,050 | $5,589-63.3% | $13,411-84.7% | $4,887-58.1% |