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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 | $57,938 | $102,422-43.4% | $147,117-60.6% | $80,959-28.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.71% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,883 | $3,717+4.4% | $4,932-21.3% | $2,757+40.8% |
| Participant deferral / active EE | $8,383 | $6,652+26.0% | $8,065+3.9% | $4,300+94.9% |
| Admin fee / account holder | $1,369 | $7,953-82.8% | $12,993-89.5% | $6,925-80.2% |