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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 | $34,386 | $82,674-58.4% | $125,363-72.6% | $68,495-49.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.57% | -5.97%-7.6pp | 572.15%-585.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,240 | $3,382-4.2% | $4,815-32.7% | $2,596+24.8% |
| Participant deferral / active EE | $5,387 | $6,111-11.9% | $7,447-27.7% | $4,028+33.7% |
| Admin fee / account holder | $1,761 | $6,276-71.9% | $10,005-82.4% | $5,403-67.4% |