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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 | $38,501 | $75,962-49.3% | $154,108-75.0% | $64,173-40.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.51% | 30.32%-33.8pp | 735.21%-738.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,709 | $3,350-49.0% | $5,298-67.7% | $2,381-28.2% |
| Participant deferral / active EE | $3,218 | $3,175+1.4% | $5,081-36.7% | $3,470-7.3% |
| Admin fee / account holder | $1,689 | $5,589-69.8% | $13,411-87.4% | $4,887-65.4% |