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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 | $73,836 | $85,766-13.9% | $136,298-45.8% | $70,126+5.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.65% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,347 | $5,051-53.5% | $6,247-62.4% | $3,332-29.6% |
| Admin fee / account holder | $2,171 | $5,421-59.9% | $9,244-76.5% | $4,645-53.3% |