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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 | $33,627 | $60,139-44.1% | $90,461-62.8% | $79,856-57.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 32.05% | 71.96%-39.9pp | 1294.76%-1262.7pp | 31.71%+0.3pp |
| Employer contribution / active EE | $2,682 | $2,069+29.6% | $3,264-17.8% | $2,471+8.5% |
| Participant deferral / active EE | $2,905 | $2,939-1.2% | $3,964-26.7% | $3,741-22.3% |
| Admin fee / account holder | $2,433 | $3,978-38.8% | $5,617-56.7% | $5,306-54.2% |