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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 | $15,138 | $51,642-70.7% | $129,384-88.3% | $80,935-81.3% |
| Participation rate | 88.2% | 56.9%+31.3pp | 69.6%+18.6pp | 67.7%+20.6pp |
| Annual return | 13.86% | 20.78%-6.9pp | 9461.77%-9447.9pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,754 | $2,670+3.2% | $4,166-33.9% | $4,299-36.0% |
| Admin fee / account holder | $1,473 | $4,312-65.8% | $7,686-80.8% | $6,924-78.7% |