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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 | $73,048 | $75,935-3.8% | $60,547+20.6% | $125,389-41.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.20% | -5.38%+3.2pp | 335.64%-337.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $5,789 | $3,438+68.4% | $2,419+139.3% | $4,866+19.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,664 | $6,768-60.6% | $4,536-41.3% | $9,541-72.1% |