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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 | $13,736 | $95,915-85.7% | $79,580-82.7% | $134,532-89.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -20.57% | -2.71%-17.9pp | 0.15%-20.7pp | 418.27%-438.8pp |
| Employer contribution / active EE | $9,330 | $3,129+198.2% | $2,413+286.6% | $4,741+96.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $495 | $9,132-94.6% | $6,835-92.8% | $11,429-95.7% |