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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 | $48,188 | $102,382-52.9% | $147,005-67.2% | $80,874-40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.98% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,799 | $3,715-51.6% | $4,934-63.5% | $2,756-34.7% |
| Participant deferral / active EE | $2,633 | $6,646-60.4% | $8,070-67.4% | $4,297-38.7% |
| Admin fee / account holder | $669 | $7,942-91.6% | $13,006-94.9% | $6,935-90.4% |