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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 | $87,067 | $90,448-3.7% | $93,786-7.2% | $134,545-35.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -1.44% | -15.71%+14.3pp | -11.32%+9.9pp | 418.37%-419.8pp |
| Employer contribution / active EE | $7,069 | $4,349+62.6% | $4,328+63.3% | $4,742+49.1% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $569 | $9,232-93.8% | $7,184-92.1% | $11,431-95.0% |