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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 | $6,024 | $28,624-79.0% | $53,647-88.8% | $82,637-92.7% |
| Participation rate | 76.0% | 47.3%+28.7pp | 56.3%+19.7pp | 68.1%+7.9pp |
| Annual return | 14.69% | 664.98%-650.3pp | 358.33%-343.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,736 | $1,196+45.1% | $1,813-4.2% | $4,126-57.9% |
| Admin fee / account holder | $626 | $2,022-69.0% | $2,460-74.6% | $7,339-91.5% |