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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 | $75,883 | $78,694-3.6% | $67,652+12.2% | $125,389-39.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.46% | 9.46%-9.9pp | 6625.40%-6625.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,194 | $3,044-27.9% | $2,266-3.1% | $4,866-54.9% |
| Participant deferral / active EE | $3,954 | $4,292-7.9% | $3,560+11.1% | $5,352-26.1% |
| Admin fee / account holder | $4,426 | $7,403-40.2% | $4,821-8.2% | $9,541-53.6% |