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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 | $12,973 | $73,546-82.4% | $63,018-79.4% | $147,586-91.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.67% | 175.56%-161.9pp | 87.62%-74.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,847 | $3,324-44.4% | $2,761-33.1% | $4,876-62.1% |
| Participant deferral / active EE | $2,720 | $4,185-35.0% | $3,330-18.3% | $5,439-50.0% |
| Admin fee / account holder | $686 | $5,956-88.5% | $3,601-80.9% | $10,886-93.7% |