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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 | $26,503 | $82,678-67.9% | $125,391-78.9% | $68,490-61.3% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,431 | $3,382+31.0% | $4,816-8.0% | $2,597+70.6% |
| Participant deferral / active EE | $5,819 | $6,111-4.8% | $7,448-21.9% | $4,028+44.5% |
| Admin fee / account holder | $908 | $6,277-85.5% | $10,009-90.9% | $5,403-83.2% |