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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 | $61,862 | $82,674-25.2% | $125,381-50.7% | $68,486-9.7% |
| Participation rate | 71.6% | 75.1%-3.4pp | 82.4%-10.8pp | 67.9%+3.7pp |
| Annual return | -18.94% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,916 | $3,382-13.8% | $4,815-39.4% | $2,597+12.3% |
| Participant deferral / active EE | $6,498 | $6,111+6.3% | $7,448-12.7% | $4,028+61.3% |
| Admin fee / account holder | $15,067 | $6,277+140.0% | $10,007+50.6% | $5,404+178.8% |