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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 | $2,949 | $29,319-89.9% | $52,425-94.4% | $82,448-96.4% |
| Participation rate | 86.1% | 46.9%+39.3pp | 55.6%+30.5pp | 68.1%+18.0pp |
| Annual return | 16.79% | 535.20%-518.4pp | 302.12%-285.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,410 | $1,171+20.4% | $1,790-21.2% | $4,139-65.9% |
| Admin fee / account holder | $1,423 | $1,962-27.5% | $2,495-43.0% | $7,234-80.3% |