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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 | $41,968 | $75,832-44.7% | $147,617-71.6% | $59,633-29.6% |
| Participation rate | 86.4% | 71.6%+14.8pp | 84.6%+1.7pp | 68.7%+17.7pp |
| Annual return | -1.33% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,736 | $3,485-50.2% | $5,564-68.8% | $2,203-21.2% |
| Participant deferral / active EE | $3,142 | $3,131+0.4% | $4,895-35.8% | $3,192-1.6% |
| Admin fee / account holder | $1,104 | $5,986-81.6% | $11,612-90.5% | $4,297-74.3% |