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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 | $52,343 | $107,941-51.5% | $91,994-43.1% | $152,897-65.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.23% | 89.28%-67.0pp | 69.04%-46.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $596 | $4,212-85.8% | $3,453-82.7% | $4,764-87.5% |
| Participant deferral / active EE | $2,940 | $6,366-53.8% | $5,924-50.4% | $5,851-49.8% |
| Admin fee / account holder | $2,426 | $10,521-76.9% | $7,744-68.7% | $11,599-79.1% |