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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 | $77,720 | $82,674-6.0% | $125,363-38.0% | $68,495+13.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -19.13% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,033 | $6,111+96.9% | $7,447+61.6% | $4,028+198.8% |
| Admin fee / account holder | $4,161 | $6,276-33.7% | $10,005-58.4% | $5,403-23.0% |