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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 | $51,238 | $102,429-50.0% | $147,096-65.2% | $80,925-36.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.58% | 135.02%-122.4pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,999 | $3,716-46.2% | $4,936-59.5% | $2,756-27.5% |
| Participant deferral / active EE | $3,864 | $6,649-41.9% | $8,071-52.1% | $4,299-10.1% |
| Admin fee / account holder | $9,242 | $7,957+16.1% | $13,005-28.9% | $6,940+33.2% |