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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 | $55,280 | $85,171-35.1% | $172,752-68.0% | $72,975-24.2% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $413 | $3,324-87.6% | $5,144-92.0% | $2,440-83.1% |
| Participant deferral / active EE | $1,464 | $3,260-55.1% | $5,198-71.8% | $3,608-59.4% |
| Admin fee / account holder | $1,386 | $5,880-76.4% | $13,955-90.1% | $5,124-72.9% |