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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 | $47,845 | $84,741-43.5% | $75,731-36.8% | $167,553-71.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.90% | 199.72%-184.8pp | 104.65%-89.7pp | 478.89%-464.0pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,012 | $4,577-34.2% | $3,820-21.1% | $6,343-52.5% |
| Admin fee / account holder | $1,638 | $5,361-69.4% | $3,620-54.8% | $12,316-86.7% |