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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 | $8,234 | $29,319-71.9% | $52,425-84.3% | $82,448-90.0% |
| Participation rate | 71.1% | 46.9%+24.3pp | 55.6%+15.5pp | 68.1%+3.0pp |
| Annual return | 18.86% | 535.20%-516.3pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,836 | $1,171+56.8% | $1,790+2.6% | $4,139-55.6% |
| Admin fee / account holder | $470 | $1,962-76.1% | $2,495-81.2% | $7,234-93.5% |