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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 | $14,405 | $88,778-83.8% | $81,844-82.4% | $145,884-90.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.87% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,877 | $3,087-39.2% | $2,916-35.6% | $4,662-59.7% |
| Participant deferral / active EE | $2,339 | $4,648-49.7% | $4,323-45.9% | $6,690-65.0% |
| Admin fee / account holder | $1,427 | $8,430-83.1% | $7,355-80.6% | $13,392-89.3% |