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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 | $149,660 | $106,918+40.0% | $84,021+78.1% | $152,897-2.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.48% | 105.01%-82.5pp | 71.32%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,056 | $2,735-61.4% | $1,984-46.7% | $4,764-77.8% |
| Participant deferral / active EE | $3,010 | $4,012-25.0% | $3,239-7.1% | $5,851-48.5% |
| Admin fee / account holder | $652 | $8,288-92.1% | $6,102-89.3% | $11,599-94.4% |