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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 | $68,097-28.5% | $62,929-22.7% | $137,256-64.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.59% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,535 | $2,811-45.4% | $2,505-38.7% | $4,156-63.1% |
| Participant deferral / active EE | $2,127 | $4,553-53.3% | $3,888-45.3% | $6,407-66.8% |
| Admin fee / account holder | $818 | $6,521-87.5% | $5,065-83.9% | $12,270-93.3% |