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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 | $28,720 | $45,152-36.4% | $73,836-61.1% | $59,633-51.8% |
| Participation rate | 96.6% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.9pp |
| Annual return | 1.79% | 27.40%-25.6pp | 2268.06%-2266.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $898 | $1,901-52.8% | $2,787-67.8% | $2,203-59.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $803 | $3,515-77.1% | $4,882-83.5% | $4,297-81.3% |