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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 | $1,917 | $29,733-93.6% | $56,025-96.6% | $80,959-97.6% |
| Participation rate | 85.2% | 41.7%+43.5pp | 52.5%+32.7pp | 67.7%+17.5pp |
| Annual return | 11.65% | 35.28%-23.6pp | 1712.69%-1701.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,148 | $1,229-6.6% | $1,955-41.3% | $4,300-73.3% |
| Admin fee / account holder | $438 | $2,434-82.0% | $2,828-84.5% | $6,925-93.7% |