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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 | $80,103 | $100,073-20.0% | $85,126-5.9% | $145,877-45.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,500 | $3,236-53.6% | $2,731-45.1% | $4,663-67.8% |
| Participant deferral / active EE | $3,872 | $5,294-26.9% | $4,523-14.4% | $6,691-42.1% |
| Admin fee / account holder | $626 | $7,261-91.4% | $6,160-89.8% | $13,402-95.3% |