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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 | $37,212 | $108,701-65.8% | $74,723-50.2% | $152,909-75.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 16.52% | 114.12%-97.6pp | 753.18%-736.7pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,168 | $1,504-22.4% | $1,084+7.7% | $4,764-75.5% |
| Participant deferral / active EE | $4,054 | $2,709+49.7% | $1,962+106.7% | $5,851-30.7% |
| Admin fee / account holder | $302 | $4,906-93.8% | $3,335-90.9% | $11,601-97.4% |