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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 | $31,229 | $75,832-58.8% | $147,617-78.8% | $59,633-47.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.82% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $3,203 | $3,485-8.1% | $5,564-42.4% | $2,203+45.4% |
| Participant deferral / active EE | $2,201 | $3,131-29.7% | $4,895-55.0% | $3,192-31.0% |
| Admin fee / account holder | $3,015 | $5,986-49.6% | $11,612-74.0% | $4,297-29.8% |