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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 | $8,310 | $69,248-88.0% | $64,101-87.0% | $139,466-94.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 45.95%-46.0pp | 33.72%-33.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,353 | $3,185-57.5% | $2,749-50.8% | $4,754-71.5% |
| Participant deferral / active EE | $1,768 | $4,682-62.2% | $3,881-54.4% | $6,712-73.7% |
| Admin fee / account holder | $444 | $4,247-89.6% | $3,070-85.6% | $11,409-96.1% |