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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 | $81,889 | $49,177+66.5% | $79,466+3.0% | $64,173+27.6% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | -0.86% | -1.16%+0.3pp | 718.28%-719.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $6,628 | $2,076+219.2% | $2,800+136.7% | $2,381+178.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,362 | $3,839+143.9% | $5,104+83.4% | $4,887+91.6% |