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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 | $21,115 | $167,030-87.4% | $135,768-84.4% | $155,188-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.10% | 678.39%-670.3pp | 526.10%-518.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $303 | $4,132-92.7% | $3,394-91.1% | $4,248-92.9% |
| Participant deferral / active EE | $1,602 | $4,528-64.6% | $3,977-59.7% | $6,531-75.5% |
| Admin fee / account holder | $4,403 | $8,172-46.1% | $7,048-37.5% | $14,480-69.6% |