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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 | $78,014 | $100,060-22.0% | $149,721-47.9% | $70,126+11.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.70% | 27.46%-12.8pp | 1501.67%-1487.0pp | 73.15%-58.4pp |
| Employer contribution / active EE | $3,715 | $3,661+1.5% | $5,444-31.8% | $2,343+58.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,127 | $8,285-86.4% | $11,282-90.0% | $4,645-75.7% |