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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 | $67,043 | $54,355+23.3% | $82,744-19.0% | $68,486-2.1% |
| Participation rate | 90.3% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.4pp |
| Annual return | -12.48% | -13.67%+1.2pp | 702.22%-714.7pp | -7.85%-4.6pp |
| Employer contribution / active EE | $8,707 | $2,219+292.4% | $3,008+189.4% | $2,597+235.3% |
| Participant deferral / active EE | $3,968 | $3,246+22.2% | $4,395-9.7% | $4,028-1.5% |
| Admin fee / account holder | $1,529 | $4,397-65.2% | $5,325-71.3% | $5,404-71.7% |