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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 | $49,095 | $105,867-53.6% | $90,760-45.9% | $134,532-63.5% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -17.91% | -10.99%-6.9pp | -12.16%-5.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $650 | $13,936-95.3% | $8,444-92.3% | $11,429-94.3% |