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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 | $48,693 | $67,396-27.8% | $60,919-20.1% | $134,545-63.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 2.27% | 50.12%-47.8pp | 16.96%-14.7pp | 418.37%-416.1pp |
| Employer contribution / active EE | $1,117 | $3,101-64.0% | $2,704-58.7% | $4,742-76.4% |
| Participant deferral / active EE | $1,062 | $4,534-76.6% | $3,814-72.2% | $6,401-83.4% |
| Admin fee / account holder | $803 | $4,590-82.5% | $3,228-75.1% | $11,431-93.0% |