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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 | $21,823 | $75,962-71.3% | $154,111-85.8% | $64,173-66.0% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -7.84% | 30.32%-38.2pp | 735.18%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,925 | $3,350-42.5% | $5,298-63.7% | $2,381-19.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,519 | $5,589-54.9% | $13,411-81.2% | $4,887-48.5% |