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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 | $27,007 | $80,812-66.6% | $160,784-83.2% | $82,448-67.2% |
| Participation rate | 70.8% | 66.2%+4.6pp | 77.0%-6.2pp | 68.1%+2.7pp |
| Annual return | 16.97% | 100.59%-83.6pp | 1803.92%-1786.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,161 | $4,335-27.1% | $6,293-49.8% | $4,139-23.6% |
| Admin fee / account holder | $849 | $7,695-89.0% | $9,717-91.3% | $7,234-88.3% |