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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 | $63,225 | $47,479+33.2% | $62,929+0.5% | $82,448-23.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.86% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $748 | $1,885-60.3% | $2,505-70.2% | $2,551-70.7% |
| Participant deferral / active EE | $5,306 | $2,870+84.9% | $3,888+36.5% | $4,139+28.2% |
| Admin fee / account holder | $11,068 | $3,804+191.0% | $5,065+118.5% | $7,234+53.0% |