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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 | $25,286 | $102,382-75.3% | $147,005-82.8% | $80,874-68.7% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 31.15% | 134.89%-103.7pp | 418.76%-387.6pp | 35.62%-4.5pp |
| Employer contribution / active EE | $3,106 | $3,715-16.4% | $4,934-37.1% | $2,756+12.7% |
| Participant deferral / active EE | $3,995 | $6,646-39.9% | $8,070-50.5% | $4,297-7.0% |
| Admin fee / account holder | $1,245 | $7,942-84.3% | $13,006-90.4% | $6,935-82.0% |