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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 | $21,585 | $117,777-81.7% | $71,778-69.9% | $134,545-84.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -9.40% | 25.46%-34.9pp | 9.15%-18.6pp | 418.37%-427.8pp |
| Employer contribution / active EE | $2,041 | $2,525-19.2% | $1,704+19.8% | $4,742-56.9% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $320 | $6,379-95.0% | $3,974-91.9% | $11,431-97.2% |