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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 | $37,552 | $108,695-65.5% | $74,722-49.7% | $152,897-75.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.28% | 114.11%-91.8pp | 753.11%-730.8pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,421 | $1,504-5.5% | $1,084+31.1% | $4,764-70.2% |
| Participant deferral / active EE | $2,455 | $2,712-9.5% | $1,963+25.0% | $5,851-58.0% |
| Admin fee / account holder | $492 | $4,906-90.0% | $3,335-85.3% | $11,599-95.8% |