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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 | $37,727 | $82,674-54.4% | $125,381-69.9% | $68,486-44.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -1.89% | -5.97%+4.1pp | 572.31%-574.2pp | -7.85%+6.0pp |
| Employer contribution / active EE | $3,886 | $3,382+14.9% | $4,815-19.3% | $2,597+49.7% |
| Participant deferral / active EE | $8,182 | $6,111+33.9% | $7,448+9.9% | $4,028+103.2% |
| Admin fee / account holder | $6,222 | $6,277-0.9% | $10,007-37.8% | $5,404+15.1% |