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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 | $31,691 | $75,962-58.3% | $154,108-79.4% | $64,173-50.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.79% | 30.32%-23.5pp | 735.21%-728.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $978 | $3,350-70.8% | $5,298-81.5% | $2,381-58.9% |
| Participant deferral / active EE | $2,401 | $3,175-24.4% | $5,081-52.7% | $3,470-30.8% |
| Admin fee / account holder | $545 | $5,589-90.2% | $13,411-95.9% | $4,887-88.8% |