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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 | $19,491 | $73,546-73.5% | $63,018-69.1% | $147,586-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.56% | 175.56%-160.0pp | 87.62%-72.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,519 | $3,324-54.3% | $2,761-45.0% | $4,876-68.9% |
| Participant deferral / active EE | $6,385 | $4,185+52.6% | $3,330+91.8% | $5,439+17.4% |
| Admin fee / account holder | $2,167 | $5,956-63.6% | $3,601-39.8% | $10,886-80.1% |