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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 | $15,936 | $49,177-67.6% | $79,467-79.9% | $64,173-75.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.78% | -1.16%-1.6pp | 718.30%-721.1pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,319 | $2,076-36.5% | $2,800-52.9% | $2,381-44.6% |
| Participant deferral / active EE | $1,615 | $2,821-42.8% | $3,704-56.4% | $3,470-53.5% |
| Admin fee / account holder | $3,958 | $3,839+3.1% | $5,104-22.4% | $4,887-19.0% |