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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 | $16,807 | $41,854-59.8% | $73,836-77.2% | $52,331-67.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -1.11% | 2.11%-3.2pp | 2268.06%-2269.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,424 | $1,920-25.8% | $2,787-48.9% | $1,882-24.3% |
| Participant deferral / active EE | $1,891 | $2,498-24.3% | $3,583-47.2% | $3,022-37.4% |
| Admin fee / account holder | $973 | $493+97.6% | $4,882-80.1% | $592+64.5% |