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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 | $69,154 | $106,524-35.1% | $152,301-54.6% | $87,485-21.0% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 368.88% | 26.89%+342.0pp | 80.50%+288.4pp | 26.06%+342.8pp |
| Employer contribution / active EE | $1,297 | $3,371-61.5% | $4,624-71.9% | $2,596-50.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $699 | $8,287-91.6% | $14,398-95.1% | $7,775-91.0% |