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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 | $42,428 | $75,962-44.1% | $154,111-72.5% | $64,173-33.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 76.81% | 30.32%+46.5pp | 735.18%-658.4pp | 7.63%+69.2pp |
| Employer contribution / active EE | $1,734 | $3,350-48.2% | $5,298-67.3% | $2,381-27.2% |
| Participant deferral / active EE | $3,299 | $3,175+3.9% | $5,081-35.1% | $3,470-4.9% |
| Admin fee / account holder | $2,568 | $5,589-54.0% | $13,411-80.8% | $4,887-47.4% |