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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 | $10,540 | $47,479-77.8% | $62,929-83.3% | $82,448-87.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.62% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,094 | $1,885-42.0% | $2,505-56.3% | $2,551-57.1% |
| Participant deferral / active EE | $1,660 | $2,870-42.2% | $3,888-57.3% | $4,139-59.9% |
| Admin fee / account holder | $442 | $3,804-88.4% | $5,065-91.3% | $7,234-93.9% |