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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 | $62,703 | $131,835-52.4% | $108,582-42.3% | $273,972-77.1% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.6%-79.6pp | 83.0%-83.0pp |
| Annual return | 7.50% | -91.57%+99.1pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,522 | $10,253-75.4% | $7,645-67.0% | $10,133-75.1% |