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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 | $3,842 | $23,330-83.5% | $64,489-94.0% | $82,448-95.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 20.66% | 83.66%-63.0pp | 55.03%-34.4pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,649 | $1,707-3.4% | $2,778-40.7% | $4,139-60.2% |
| Admin fee / account holder | $793 | $2,946-73.1% | $4,260-81.4% | $7,234-89.0% |