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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 | $48,629 | $154,209-68.5% | $130,062-62.6% | $139,487-65.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.50% | 32.52%-19.0pp | -137.37%+150.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,636 | $5,292-69.1% | $4,322-62.1% | $4,755-65.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $523 | $13,988-96.3% | $10,601-95.1% | $11,407-95.4% |