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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 | $37,697 | $93,117-59.5% | $77,096-51.1% | $134,532-72.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.68% | 62.67%-77.3pp | 42.35%-57.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,250 | $3,420-63.5% | $2,814-55.6% | $4,741-73.6% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,554 | $6,948-77.6% | $5,428-71.4% | $11,429-86.4% |