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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 | $42,684 | $115,814-63.1% | $101,275-57.9% | $158,982-73.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.61% | 56.16%-39.5pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,450 | $4,176-65.3% | $3,660-60.4% | $4,763-69.6% |
| Participant deferral / active EE | $1,909 | $4,958-61.5% | $4,371-56.3% | $5,983-68.1% |
| Admin fee / account holder | $991 | $7,249-86.3% | $5,948-83.3% | $11,252-91.2% |