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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 | $31,028 | $45,566-31.9% | $64,105-51.6% | $59,633-48.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.55% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,389 | $934+48.7% | $1,820-23.7% | $2,203-36.9% |
| Participant deferral / active EE | $2,231 | $2,057+8.5% | $2,822-20.9% | $3,192-30.1% |
| Admin fee / account holder | $9,978 | $3,268+205.4% | $4,499+121.8% | $4,297+132.2% |