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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 | $29,210 | $100,911-71.1% | $90,440-67.7% | $158,966-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.54% | 1726.62%-1712.1pp | 1294.38%-1279.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $2,419 | $3,690-34.5% | $3,263-25.9% | $4,762-49.2% |
| Participant deferral / active EE | $5,802 | $4,348+33.4% | $3,964+46.4% | $5,983-3.0% |
| Admin fee / account holder | $733 | $6,507-88.7% | $5,615-86.9% | $11,250-93.5% |