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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 | $67,671 | $154,754-56.3% | $124,206-45.5% | $138,895-51.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.32% | 709.28%-694.0pp | 515.27%-500.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,806 | $4,446-36.9% | $3,540-20.7% | $4,194-33.1% |
| Participant deferral / active EE | $3,363 | $4,621-27.2% | $3,968-15.2% | $6,396-47.4% |
| Admin fee / account holder | $882 | $6,690-86.8% | $5,929-85.1% | $12,562-93.0% |