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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 | $39,887 | $69,012-42.2% | $160,009-75.1% | $68,486-41.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.13% | -9.65%-3.5pp | 408.85%-422.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $6,560 | $2,212+196.5% | $4,225+55.3% | $2,597+152.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,554 | $4,798+99.1% | $8,715+9.6% | $5,404+76.8% |