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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 | $14,185 | $92,766-84.7% | $82,763-82.9% | $134,545-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 18.94% | 946.97%-928.0pp | 702.45%-683.5pp | 418.37%-399.4pp |
| Employer contribution / active EE | $1,534 | $3,273-53.1% | $3,008-49.0% | $4,742-67.6% |
| Participant deferral / active EE | $2,503 | $4,802-47.9% | $4,395-43.1% | $6,401-60.9% |
| Admin fee / account holder | $1,397 | $5,978-76.6% | $5,325-73.8% | $11,431-87.8% |