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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 | $27,656 | $67,823-59.2% | $52,425-47.2% | $137,256-79.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.01% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,557 | $1,163+33.9% | $914+70.4% | $4,156-62.5% |
| Participant deferral / active EE | $6,417 | $2,288+180.5% | $1,790+258.4% | $6,407+0.2% |
| Admin fee / account holder | $452 | $2,844-84.1% | $2,495-81.9% | $12,270-96.3% |