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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 | $33,876 | $43,730-22.5% | $121,220-72.1% | $64,173-47.2% |
| Participation rate | 95.2% | 58.3%+36.9pp | 71.8%+23.5pp | 69.6%+25.7pp |
| Annual return | -1.11% | 68.94%-70.1pp | 16.94%-18.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,009 | $1,297-22.2% | $4,023-74.9% | $2,381-57.6% |
| Participant deferral / active EE | $1,086 | $2,281-52.4% | $3,345-67.5% | $3,470-68.7% |
| Admin fee / account holder | $770 | $3,502-78.0% | $5,021-84.7% | $4,887-84.2% |