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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 | $29,259 | $81,643-64.2% | $70,462-58.5% | $158,950-81.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.26% | 208.51%-190.2pp | 109.08%-90.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,995 | $4,555+119.5% | $3,710+169.4% | $5,983+67.1% |
| Admin fee / account holder | $2,006 | $6,194-67.6% | $3,845-47.8% | $11,248-82.2% |