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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 | $43,564 | $53,546-18.6% | $69,890-37.7% | $68,490-36.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.41% | -13.87%-0.5pp | 190.84%-205.2pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,101 | $2,019+4.1% | $2,560-17.9% | $2,597-19.1% |
| Participant deferral / active EE | $2,041 | $2,957-31.0% | $3,848-47.0% | $4,028-49.3% |
| Admin fee / account holder | $743 | $4,693-84.2% | $6,267-88.1% | $5,403-86.2% |