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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 | $31,982 | $55,470-42.3% | $155,556-79.4% | $74,478-57.1% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 22.56% | 269.80%-247.2pp | 64.84%-42.3pp | 1370.56%-1348.0pp |
| Employer contribution / active EE | $3,352 | $2,267+47.9% | $4,675-28.3% | $2,626+27.6% |
| Participant deferral / active EE | $4,273 | $2,838+50.6% | $5,631-24.1% | $4,350-1.8% |
| Admin fee / account holder | $9,533 | $1,744+446.6% | $15,885-40.0% | $1,946+389.9% |