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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 | $54,250 | $75,959-28.6% | $154,114-64.8% | $64,181-15.5% |
| Participation rate | 77.3% | 70.4%+6.9pp | 83.0%-5.8pp | 69.6%+7.7pp |
| Annual return | -7.65% | 30.32%-38.0pp | 735.16%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,680 | $3,350-49.9% | $5,298-68.3% | $2,381-29.5% |
| Participant deferral / active EE | $1,416 | $3,175-55.4% | $5,081-72.1% | $3,470-59.2% |
| Admin fee / account holder | $387 | $5,589-93.1% | $13,411-97.1% | $4,887-92.1% |