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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 | $36,568 | $68,097-46.3% | $62,929-41.9% | $137,256-73.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.66% | 1859.11%-1844.5pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,553 | $2,811-9.2% | $2,505+1.9% | $4,156-38.6% |
| Participant deferral / active EE | $9,196 | $4,553+102.0% | $3,888+136.5% | $6,407+43.5% |
| Admin fee / account holder | $689 | $6,521-89.4% | $5,065-86.4% | $12,270-94.4% |