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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 | $37,416 | $56,197-33.4% | $67,652-44.7% | $59,633-37.3% |
| Participation rate | 88.6% | 71.5%+17.1pp | 75.7%+12.9pp | 68.7%+19.9pp |
| Annual return | -1.67% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $953 | $1,615-41.0% | $2,266-57.9% | $2,203-56.7% |
| Participant deferral / active EE | $5,085 | $2,844+78.8% | $3,560+42.9% | $3,192+59.3% |
| Admin fee / account holder | $690 | $3,958-82.6% | $4,821-85.7% | $4,297-83.9% |