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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 | $34,714 | $75,832-54.2% | $147,617-76.5% | $59,633-41.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 17.56% | 0.37%+17.2pp | 61.98%-44.4pp | 2041.45%-2023.9pp |
| Employer contribution / active EE | $1,525 | $3,485-56.2% | $5,564-72.6% | $2,203-30.8% |
| Participant deferral / active EE | $3,266 | $3,131+4.3% | $4,895-33.3% | $3,192+2.3% |
| Admin fee / account holder | $11,943 | $5,986+99.5% | $11,612+2.9% | $4,297+177.9% |