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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 | $39,224 | $54,355-27.8% | $82,744-52.6% | $68,486-42.7% |
| Participation rate | 79.2% | 63.9%+15.3pp | 72.6%+6.7pp | 67.9%+11.3pp |
| Annual return | -18.22% | -13.67%-4.5pp | 702.22%-720.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $646 | $2,219-70.9% | $3,008-78.5% | $2,597-75.1% |
| Participant deferral / active EE | $1,920 | $3,246-40.9% | $4,395-56.3% | $4,028-52.3% |
| Admin fee / account holder | $3,198 | $4,397-27.3% | $5,325-40.0% | $5,404-40.8% |