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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 | $33,993 | $54,370-37.5% | $82,763-58.9% | $68,490-50.4% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -16.67% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $929 | $2,219-58.1% | $3,008-69.1% | $2,597-64.2% |
| Participant deferral / active EE | $5,931 | $3,247+82.6% | $4,395+34.9% | $4,028+47.2% |
| Admin fee / account holder | $2,271 | $4,398-48.4% | $5,325-57.4% | $5,403-58.0% |