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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 | $22,551 | $54,355-58.5% | $82,744-72.7% | $68,486-67.1% |
| Participation rate | 70.0% | 63.9%+6.1pp | 72.6%-2.6pp | 67.9%+2.1pp |
| Annual return | -19.21% | -13.67%-5.5pp | 702.22%-721.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $730 | $2,219-67.1% | $3,008-75.7% | $2,597-71.9% |
| Participant deferral / active EE | $2,883 | $3,246-11.2% | $4,395-34.4% | $4,028-28.4% |
| Admin fee / account holder | $468 | $4,397-89.4% | $5,325-91.2% | $5,404-91.3% |