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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 | $83,477 | $106,918-21.9% | $84,021-0.6% | $152,897-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.29% | 105.01%-85.7pp | 71.32%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,000 | $2,735-26.9% | $1,984+0.8% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,635 | $8,288-68.2% | $6,102-56.8% | $11,599-77.3% |