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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 | $30,003 | $100,911-70.3% | $90,440-66.8% | $158,966-81.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 14.08% | 1726.62%-1712.5pp | 1294.38%-1280.3pp | 302.95%-288.9pp |
| Employer contribution / active EE | $760 | $3,690-79.4% | $3,263-76.7% | $4,762-84.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $554 | $6,507-91.5% | $5,615-90.1% | $11,250-95.1% |