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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 | $13,053 | $68,097-80.8% | $62,929-79.3% | $137,256-90.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.80% | 1859.11%-1837.3pp | 1063.93%-1042.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,236 | $2,811-20.4% | $2,505-10.7% | $4,156-46.2% |
| Participant deferral / active EE | $2,748 | $4,553-39.6% | $3,888-29.3% | $6,407-57.1% |
| Admin fee / account holder | $438 | $6,521-93.3% | $5,065-91.3% | $12,270-96.4% |