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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 | $19,526 | $45,152-56.8% | $73,836-73.6% | $59,633-67.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.85% | 27.40%-28.3pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $792 | $1,901-58.3% | $2,787-71.6% | $2,203-64.0% |
| Participant deferral / active EE | $1,297 | $2,573-49.6% | $3,583-63.8% | $3,192-59.4% |
| Admin fee / account holder | $758 | $3,515-78.4% | $4,882-84.5% | $4,297-82.4% |