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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 | $28,668 | $43,730-34.4% | $121,208-76.3% | $64,181-55.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.88% | 68.94%-71.8pp | 16.93%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,492 | $1,297+15.1% | $4,023-62.9% | $2,381-37.3% |
| Participant deferral / active EE | $2,099 | $2,281-8.0% | $3,345-37.3% | $3,470-39.5% |
| Admin fee / account holder | $1,139 | $3,502-67.5% | $5,020-77.3% | $4,887-76.7% |