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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 | $23,000 | $85,171-73.0% | $172,753-86.7% | $72,976-68.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.72% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,410 | $3,324-27.5% | $5,144-53.2% | $2,440-1.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,061 | $5,880-82.0% | $13,956-92.4% | $5,124-79.3% |