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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 | $24,103 | $95,406-74.7% | $185,849-87.0% | $85,847-71.9% |
| Participation rate | 91.1% | 68.8%+22.3pp | 81.7%+9.4pp | 69.3%+21.8pp |
| Annual return | 16.31% | 23.59%-7.3pp | 122.10%-105.8pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,111 | $3,314-66.5% | $5,169-78.5% | $2,565-56.7% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,674 | $7,214-76.8% | $16,244-89.7% | $6,261-73.3% |