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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 | $18,457 | $75,832-75.7% | $147,617-87.5% | $59,633-69.0% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | -0.79% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,288 | $3,485-63.0% | $5,564-76.8% | $2,203-41.5% |
| Participant deferral / active EE | $1,317 | $3,131-57.9% | $4,895-73.1% | $3,192-58.7% |
| Admin fee / account holder | $622 | $5,986-89.6% | $11,612-94.6% | $4,297-85.5% |