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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 | $34,777 | $54,370-36.0% | $82,763-58.0% | $68,490-49.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.43% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,416 | $2,219-36.2% | $3,008-52.9% | $2,597-45.5% |
| Participant deferral / active EE | $3,212 | $3,247-1.1% | $4,395-26.9% | $4,028-20.3% |
| Admin fee / account holder | $462 | $4,398-89.5% | $5,325-91.3% | $5,403-91.4% |