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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 | $46,601 | $102,595-54.6% | $94,057-50.5% | $154,746-69.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.91% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,033 | $3,147-67.2% | $2,933-64.8% | $4,379-76.4% |
| Participant deferral / active EE | $2,296 | $5,118-55.1% | $4,709-51.2% | $6,730-65.9% |
| Admin fee / account holder | $906 | $7,736-88.3% | $7,244-87.5% | $14,365-93.7% |