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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 | $39,144 | $75,959-48.5% | $154,114-74.6% | $64,181-39.0% |
| Participation rate | 93.0% | 70.4%+22.6pp | 83.0%+9.9pp | 69.6%+23.4pp |
| Annual return | -4.59% | 30.32%-34.9pp | 735.16%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,606 | $3,350+7.6% | $5,298-31.9% | $2,381+51.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,713 | $5,589-15.7% | $13,411-64.9% | $4,887-3.6% |