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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 | $23,464 | $45,152-48.0% | $73,836-68.2% | $59,633-60.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.95% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,625 | $1,901-14.5% | $2,787-41.7% | $2,203-26.2% |
| Participant deferral / active EE | $3,130 | $2,573+21.6% | $3,583-12.6% | $3,192-1.9% |
| Admin fee / account holder | $904 | $3,515-74.3% | $4,882-81.5% | $4,297-79.0% |