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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 | $24,096 | $85,171-71.7% | $172,753-86.1% | $72,976-67.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.23% | 27.32%-2.1pp | 803.00%-777.8pp | 81.02%-55.8pp |
| Employer contribution / active EE | $2,799 | $3,324-15.8% | $5,144-45.6% | $2,440+14.7% |
| Participant deferral / active EE | $2,747 | $3,260-15.7% | $5,198-47.1% | $3,608-23.9% |
| Admin fee / account holder | $2,224 | $5,880-62.2% | $13,956-84.1% | $5,124-56.6% |