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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 | $16,232 | $75,959-78.6% | $154,114-89.5% | $64,181-74.7% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -7.16% | 30.32%-37.5pp | 735.16%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $964 | $3,350-71.2% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $1,142 | $3,175-64.0% | $5,081-77.5% | $3,470-67.1% |
| Admin fee / account holder | $465 | $5,589-91.7% | $13,411-96.5% | $4,887-90.5% |