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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 | $87,385 | $106,918-18.3% | $84,021+4.0% | $152,897-42.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.61% | 105.01%-83.4pp | 71.32%-49.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $695 | $2,735-74.6% | $1,984-65.0% | $4,764-85.4% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,572 | $8,288-81.0% | $6,102-74.2% | $11,599-86.5% |