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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 | $157,931 | $180,576-12.5% | $147,080+7.4% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 7.61% | 11.77%-4.2pp | 420.17%-412.6pp | - |
| Employer contribution / active EE | $0 | $3,313-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $0 | $6,942-100.0% | $8,066-100.0% | - |
| Admin fee / account holder | $2,564 | $27,717-90.7% | $12,989-80.3% | - |