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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 | $46,333 | $107,363-56.8% | $92,909-50.1% | $152,897-69.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 36.10% | 145.63%-109.5pp | 109.44%-73.3pp | 345.43%-309.3pp |
| Employer contribution / active EE | $1,562 | $4,222-63.0% | $3,653-57.2% | $4,764-67.2% |
| Participant deferral / active EE | $6,856 | $4,848+41.4% | $4,238+61.8% | $5,851+17.2% |
| Admin fee / account holder | $340 | $7,082-95.2% | $5,795-94.1% | $11,599-97.1% |