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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 | $21,068 | $47,479-55.6% | $62,929-66.5% | $82,448-74.4% |
| Participation rate | 97.1% | 66.9%+30.2pp | 73.1%+23.9pp | 68.1%+29.0pp |
| Annual return | 19.98% | 20.34%-0.4pp | 1063.93%-1044.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $4,226 | $1,885+124.2% | $2,505+68.7% | $2,551+65.7% |
| Participant deferral / active EE | $4,341 | $2,870+51.2% | $3,888+11.7% | $4,139+4.9% |
| Admin fee / account holder | $1,875 | $3,804-50.7% | $5,065-63.0% | $7,234-74.1% |