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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 | $45,231 | $70,121-35.5% | $63,803-29.1% | $138,895-67.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.94% | 946.48%-931.5pp | 543.72%-528.8pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,353 | $2,882+16.3% | $2,532+32.4% | $4,194-20.1% |
| Participant deferral / active EE | $4,759 | $4,535+4.9% | $3,843+23.8% | $6,396-25.6% |
| Admin fee / account holder | $3,191 | $6,738-52.6% | $5,196-38.6% | $12,562-74.6% |