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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 | $63,578 | $102,385-37.9% | $147,080-56.8% | $80,935-21.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.96% | 135.09%-117.1pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $2,070 | $3,717-44.3% | $4,933-58.0% | $2,757-24.9% |
| Participant deferral / active EE | $8,124 | $6,651+22.1% | $8,066+0.7% | $4,299+88.9% |
| Admin fee / account holder | $1,305 | $7,951-83.6% | $12,989-90.0% | $6,924-81.2% |