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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 | $35,029 | $54,370-35.6% | $82,763-57.7% | $68,490-48.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.71% | -13.67%+1.0pp | 702.45%-715.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,740 | $2,219+23.5% | $3,008-8.9% | $2,597+5.5% |
| Participant deferral / active EE | $4,430 | $3,247+36.4% | $4,395+0.8% | $4,028+10.0% |
| Admin fee / account holder | $475 | $4,398-89.2% | $5,325-91.1% | $5,403-91.2% |