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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 | $19,712 | $49,177-59.9% | $79,467-75.2% | $64,173-69.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.41% | -1.16%-4.2pp | 718.30%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,546 | $2,076+22.6% | $2,800-9.1% | $2,381+7.0% |
| Participant deferral / active EE | $963 | $2,821-65.9% | $3,704-74.0% | $3,470-72.2% |
| Admin fee / account holder | $869 | $3,839-77.4% | $5,104-83.0% | $4,887-82.2% |