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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 | $24,426 | $47,479-48.6% | $62,929-61.2% | $82,448-70.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.50% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,182 | $1,885+121.8% | $2,505+67.0% | $2,551+63.9% |
| Participant deferral / active EE | $3,474 | $2,870+21.0% | $3,888-10.7% | $4,139-16.1% |
| Admin fee / account holder | $2,498 | $3,804-34.3% | $5,065-50.7% | $7,234-65.5% |