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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 | $11,177 | $73,863-84.9% | $143,797-92.2% | $68,490-83.7% |
| Participation rate | 87.2% | 66.7%+20.5pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | 6665.33% | 0.91%+6664.4pp | -0.04%+6665.4pp | -7.85%+6673.2pp |
| Employer contribution / active EE | $3,187 | $3,185+0.1% | $4,952-35.6% | $2,597+22.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $976 | $5,756-83.0% | $14,679-93.4% | $5,403-81.9% |