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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 | $9,689 | $29,319-67.0% | $52,425-81.5% | $82,448-88.2% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 15.54% | 535.20%-519.7pp | 302.12%-286.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,929 | $1,171+64.7% | $1,790+7.7% | $4,139-53.4% |
| Admin fee / account holder | $1,022 | $1,962-47.9% | $2,495-59.0% | $7,234-85.9% |