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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 | $5,906 | $29,716-80.1% | $56,077-89.5% | $80,925-92.7% |
| Participation rate | 74.3% | 41.7%+32.6pp | 52.5%+21.8pp | 67.7%+6.6pp |
| Annual return | 13.46% | 35.30%-21.8pp | 1709.28%-1695.8pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,905 | $1,228+55.1% | $1,954-2.5% | $4,299-55.7% |
| Admin fee / account holder | $438 | $2,432-82.0% | $2,825-84.5% | $6,940-93.7% |