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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 | $15,700 | $102,547-84.7% | $78,210-79.9% | $147,586-89.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.39% | 51.08%-40.7pp | 40.90%-30.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,387 | $2,617-47.0% | $2,034-31.8% | $4,876-71.6% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,093 | $5,059-78.4% | $3,758-70.9% | $10,886-90.0% |