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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 | $11,739 | $49,177-76.1% | $79,466-85.2% | $64,173-81.7% |
| Participation rate | 87.9% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.3pp |
| Annual return | -8.00% | -1.16%-6.8pp | 718.28%-726.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,240 | $2,076-40.3% | $2,800-55.7% | $2,381-47.9% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $365 | $3,839-90.5% | $5,104-92.9% | $4,887-92.5% |