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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 | $21,575 | $54,355-60.3% | $82,744-73.9% | $68,486-68.5% |
| Participation rate | 89.5% | 63.9%+25.6pp | 72.6%+17.0pp | 67.9%+21.6pp |
| Annual return | -12.12% | -13.67%+1.5pp | 702.22%-714.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,618 | $2,219-27.1% | $3,008-46.2% | $2,597-37.7% |
| Participant deferral / active EE | $4,084 | $3,246+25.8% | $4,395-7.1% | $4,028+1.4% |
| Admin fee / account holder | $2,707 | $4,397-38.4% | $5,325-49.2% | $5,404-49.9% |