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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 | $55,047 | $103,000-46.6% | $90,300-39.0% | $152,885-64.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.22% | 95.19%-75.0pp | 78.11%-57.9pp | 345.39%-325.2pp |
| Employer contribution / active EE | $4,000 | $3,138+27.5% | $2,854+40.1% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $687 | $6,173-88.9% | $5,353-87.2% | $11,598-94.1% |