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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 | $14,556 | $49,177-70.4% | $79,467-81.7% | $64,173-77.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 8.50% | -1.16%+9.7pp | 718.30%-709.8pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,494 | $2,076-28.0% | $2,800-46.7% | $2,381-37.3% |
| Participant deferral / active EE | $1,869 | $2,821-33.7% | $3,704-49.5% | $3,470-46.1% |
| Admin fee / account holder | $955 | $3,839-75.1% | $5,104-81.3% | $4,887-80.5% |