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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 | $25,868 | $106,923-75.8% | $84,023-69.2% | $152,909-83.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.83% | 105.02%-83.2pp | 71.32%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $454 | $2,735-83.4% | $1,984-77.1% | $4,764-90.5% |
| Participant deferral / active EE | $1,765 | $4,013-56.0% | $3,239-45.5% | $5,851-69.8% |
| Admin fee / account holder | $1,870 | $8,289-77.4% | $6,102-69.4% | $11,601-83.9% |