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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 | $49,630 | $54,355-8.7% | $82,744-40.0% | $68,486-27.5% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -14.06% | -13.67%-0.4pp | 702.22%-716.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,641 | $2,219+19.1% | $3,008-12.2% | $2,597+1.7% |
| Participant deferral / active EE | $8,712 | $3,246+168.3% | $4,395+98.2% | $4,028+116.3% |
| Admin fee / account holder | $9,164 | $4,397+108.4% | $5,325+72.1% | $5,404+69.6% |