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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 | $134,684 | $91,086+47.9% | $203,872-33.9% | $86,983+54.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 16.97% | 22.30%-5.3pp | 85.11%-68.1pp | 25.83%-8.9pp |
| Employer contribution / active EE | $1,786 | $2,063-13.5% | $3,757-52.5% | $2,584-30.9% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $584 | $8,987-93.5% | $11,730-95.0% | $7,856-92.6% |