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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 | $21,945 | $75,962-71.1% | $154,108-85.8% | $64,173-65.8% |
| Participation rate | 72.2% | 70.4%+1.8pp | 83.0%-10.8pp | 69.6%+2.7pp |
| Annual return | -4.37% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $826 | $3,350-75.4% | $5,298-84.4% | $2,381-65.3% |
| Participant deferral / active EE | $1,359 | $3,175-57.2% | $5,081-73.3% | $3,470-60.8% |
| Admin fee / account holder | $3,535 | $5,589-36.8% | $13,411-73.6% | $4,887-27.7% |