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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 | $40,349 | $107,353-62.4% | $92,903-56.6% | $152,885-73.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.59% | 145.62%-127.0pp | 109.43%-90.8pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,328 | $4,222-68.6% | $3,653-63.7% | $4,763-72.1% |
| Participant deferral / active EE | $2,261 | $4,848-53.4% | $4,238-46.7% | $5,851-61.4% |
| Admin fee / account holder | $7,315 | $7,081+3.3% | $5,795+26.2% | $11,598-36.9% |