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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 | $49,862 | $82,674-39.7% | $125,363-60.2% | $68,495-27.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.10% | -5.97%-10.1pp | 572.15%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,583 | $3,382-23.6% | $4,815-46.4% | $2,596-0.5% |
| Participant deferral / active EE | $8,625 | $6,111+41.1% | $7,447+15.8% | $4,028+114.1% |
| Admin fee / account holder | $3,279 | $6,276-47.8% | $10,005-67.2% | $5,403-39.3% |