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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 | $39,219 | $100,938-61.1% | $90,461-56.6% | $158,982-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.04% | 1727.20%-1711.2pp | 1294.76%-1278.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $562 | $3,691-84.8% | $3,264-82.8% | $4,763-88.2% |
| Participant deferral / active EE | $5,246 | $4,350+20.6% | $3,964+32.3% | $5,983-12.3% |
| Admin fee / account holder | $747 | $6,510-88.5% | $5,617-86.7% | $11,252-93.4% |