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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 | $26,433 | $72,071-63.3% | $68,368-61.3% | $137,256-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.75% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,826 | $2,788-34.5% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $3,794 | $4,410-14.0% | $4,123-8.0% | $6,407-40.8% |
| Admin fee / account holder | $3,146 | $5,336-41.0% | $5,150-38.9% | $12,270-74.4% |