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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 | $40,321 | $155,833-74.1% | $124,693-67.7% | $167,518-75.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.75% | 17.98%-5.2pp | 5144.19%-5131.4pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,737 | $4,164-34.3% | $3,324-17.7% | $4,838-43.4% |
| Participant deferral / active EE | $6,181 | $5,675+8.9% | $4,615+33.9% | $6,342-2.5% |
| Admin fee / account holder | $13,485 | $9,534+41.4% | $7,494+79.9% | $12,312+9.5% |