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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 | $27,726 | $48,364-42.7% | $71,796-61.4% | $62,881-55.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.76% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,353 | $1,042+125.8% | $1,924+22.3% | $2,281+3.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,090 | $3,771-44.6% | $4,815-56.6% | $4,296-51.3% |