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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 | $47,160 | $118,877-60.3% | $96,570-51.2% | $167,536-71.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,206 | $3,121-29.3% | $2,357-6.4% | $4,839-54.4% |
| Participant deferral / active EE | $4,975 | $4,617+7.8% | $3,849+29.3% | $6,342-21.6% |
| Admin fee / account holder | $1,258 | $8,069-84.4% | $6,182-79.7% | $12,315-89.8% |