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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 | $36,149 | $47,479-23.9% | $62,929-42.6% | $82,448-56.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.60% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,410 | $1,885-25.2% | $2,505-43.7% | $2,551-44.7% |
| Participant deferral / active EE | $1,601 | $2,870-44.2% | $3,888-58.8% | $4,139-61.3% |
| Admin fee / account holder | $3,165 | $3,804-16.8% | $5,065-37.5% | $7,234-56.2% |