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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 | $50,030 | $82,678-39.5% | $125,391-60.1% | $68,490-27.0% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -6.50% | -5.97%-0.5pp | 572.41%-578.9pp | -7.85%+1.4pp |
| Employer contribution / active EE | $2,470 | $3,382-27.0% | $4,816-48.7% | $2,597-4.9% |
| Participant deferral / active EE | $4,181 | $6,111-31.6% | $7,448-43.9% | $4,028+3.8% |
| Admin fee / account holder | $1,930 | $6,277-69.3% | $10,009-80.7% | $5,403-64.3% |