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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 | $40,824 | $82,324-50.4% | $68,803-40.7% | $134,545-69.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.45% | -2.17%-14.3pp | -6.37%-10.1pp | 418.37%-434.8pp |
| Employer contribution / active EE | $32,017 | $3,302+869.7% | $2,656+1105.5% | $4,742+575.2% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,338 | $6,485-63.9% | $4,936-52.6% | $11,431-79.5% |