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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 | $22,293 | $82,314-72.9% | $68,808-67.6% | $134,532-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.94% | -2.18%-12.8pp | -6.37%-8.6pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,296 | $3,301-30.5% | $2,656-13.6% | $4,741-51.6% |
| Participant deferral / active EE | $9,550 | $4,740+101.5% | $3,942+142.3% | $6,401+49.2% |
| Admin fee / account holder | $840 | $6,484-87.0% | $4,936-83.0% | $11,429-92.6% |