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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 | $30,318 | $75,832-60.0% | $147,617-79.5% | $59,633-49.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 7.71% | 0.37%+7.3pp | 61.98%-54.3pp | 2041.45%-2033.7pp |
| Employer contribution / active EE | $1,783 | $3,485-48.8% | $5,564-68.0% | $2,203-19.0% |
| Participant deferral / active EE | $4,719 | $3,131+50.8% | $4,895-3.6% | $3,192+47.9% |
| Admin fee / account holder | $312 | $5,986-94.8% | $11,612-97.3% | $4,297-92.7% |