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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 | $17,600 | $75,959-76.8% | $154,114-88.6% | $64,181-72.6% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.16%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $955 | $3,350-71.5% | $5,298-82.0% | $2,381-59.9% |
| Participant deferral / active EE | $1,644 | $3,175-48.2% | $5,081-67.6% | $3,470-52.6% |
| Admin fee / account holder | $304 | $5,589-94.6% | $13,411-97.7% | $4,887-93.8% |