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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 | $47,710 | $49,177-3.0% | $79,467-40.0% | $64,173-25.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.69% | -1.16%-5.5pp | 718.30%-725.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,372 | $2,076-33.9% | $2,800-51.0% | $2,381-42.4% |
| Participant deferral / active EE | $4,140 | $2,821+46.8% | $3,704+11.8% | $3,470+19.3% |
| Admin fee / account holder | $1,869 | $3,839-51.3% | $5,104-63.4% | $4,887-61.8% |