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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 | $63,674 | $106,894-40.4% | $84,016-24.2% | $152,870-58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.11% | 104.99%-89.9pp | 71.31%-56.2pp | 345.34%-330.2pp |
| Employer contribution / active EE | $1,250 | $2,734-54.3% | $1,983-37.0% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,341 | $8,286-83.8% | $6,101-78.0% | $11,597-88.4% |