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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 | $17,180 | $103,008-83.3% | $90,304-81.0% | $152,897-88.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.32% | 95.22%-75.9pp | 78.13%-58.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $4,015 | $3,139+27.9% | $2,855+40.6% | $4,764-15.7% |
| Participant deferral / active EE | $3,725 | $4,281-13.0% | $3,885-4.1% | $5,851-36.3% |
| Admin fee / account holder | $567 | $6,175-90.8% | $5,354-89.4% | $11,599-95.1% |