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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 | $48,658 | $96,123-49.4% | $77,361-37.1% | $198,609-75.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.59% | 2054.81%-2043.2pp | 1011.54%-999.9pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,535 | $3,791-59.5% | $2,990-48.7% | $5,055-69.6% |
| Participant deferral / active EE | $2,127 | $4,975-57.2% | $3,911-45.6% | $6,977-69.5% |
| Admin fee / account holder | $818 | $9,471-91.4% | $5,894-86.1% | $19,030-95.7% |