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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 | $17,031 | $75,962-77.6% | $154,108-88.9% | $64,173-73.5% |
| Participation rate | 78.3% | 70.4%+7.8pp | 83.0%-4.8pp | 69.6%+8.7pp |
| Annual return | -1.73% | 30.32%-32.1pp | 735.21%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $643 | $3,350-80.8% | $5,298-87.9% | $2,381-73.0% |
| Participant deferral / active EE | $1,426 | $3,175-55.1% | $5,081-71.9% | $3,470-58.9% |
| Admin fee / account holder | $1,329 | $5,589-76.2% | $13,411-90.1% | $4,887-72.8% |