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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 | $45,834 | $82,674-44.6% | $125,381-63.4% | $68,486-33.1% |
| Participation rate | 98.7% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -13.86% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,142 | $3,382-36.7% | $4,815-55.5% | $2,597-17.5% |
| Participant deferral / active EE | $4,839 | $6,111-20.8% | $7,448-35.0% | $4,028+20.2% |
| Admin fee / account holder | $2,224 | $6,277-64.6% | $10,007-77.8% | $5,404-58.8% |