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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 | $25,278 | $90,467-72.1% | $93,759-73.0% | $134,532-81.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -17.56% | -15.72%-1.8pp | -11.33%-6.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $6,667 | $4,345+53.4% | $4,324+54.2% | $4,741+40.6% |
| Participant deferral / active EE | $2,132 | $5,980-64.3% | $6,096-65.0% | $6,401-66.7% |
| Admin fee / account holder | $872 | $9,258-90.6% | $7,197-87.9% | $11,429-92.4% |