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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 | $60,803 | $95,979-36.6% | $74,551-18.4% | $135,380-55.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 14.92% | 56.97%-42.0pp | 32.53%-17.6pp | 519.81%-504.9pp |
| Employer contribution / active EE | $583 | $2,716-78.5% | $1,961-70.3% | $4,779-87.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $646 | $6,522-90.1% | $5,059-87.2% | $10,828-94.0% |