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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 | $98,630 | $69,012+42.9% | $160,037-38.4% | $68,490+44.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 16.71% | -9.65%+26.4pp | 408.95%-392.2pp | -7.85%+24.6pp |
| Employer contribution / active EE | $1,852 | $2,212-16.3% | $4,226-56.2% | $2,597-28.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $428 | $4,798-91.1% | $8,716-95.1% | $5,403-92.1% |