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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 | $89,891 | $94,529-4.9% | $140,019-35.8% | $64,173+40.1% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -4.78% | 7.77%-12.6pp | 651.17%-656.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,728 | $3,812+102.7% | $5,605+37.9% | $2,381+224.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,471 | $6,741-48.5% | $10,705-67.6% | $4,887-29.0% |