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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 | $29,016 | $49,177-41.0% | $79,467-63.5% | $64,173-54.8% |
| Participation rate | 96.4% | 65.0%+31.3pp | 73.3%+23.0pp | 69.6%+26.8pp |
| Annual return | -6.17% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $665 | $2,076-68.0% | $2,800-76.2% | $2,381-72.1% |
| Participant deferral / active EE | $2,458 | $2,821-12.9% | $3,704-33.6% | $3,470-29.2% |
| Admin fee / account holder | $884 | $3,839-77.0% | $5,104-82.7% | $4,887-81.9% |