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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 | $1,686 | $29,319-94.2% | $52,425-96.8% | $82,448-98.0% |
| Participation rate | 71.1% | 46.9%+24.2pp | 55.6%+15.4pp | 68.1%+3.0pp |
| Annual return | 21.20% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $547 | $1,171-53.3% | $1,790-69.4% | $4,139-86.8% |
| Admin fee / account holder | $301 | $1,962-84.6% | $2,495-87.9% | $7,234-95.8% |