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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 | $5,027 | $67,823-92.6% | $52,425-90.4% | $137,256-96.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.04% | 219.11%-207.1pp | 302.12%-290.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,235 | $1,163+6.2% | $914+35.1% | $4,156-70.3% |
| Participant deferral / active EE | $1,574 | $2,288-31.2% | $1,790-12.1% | $6,407-75.4% |
| Admin fee / account holder | $711 | $2,844-75.0% | $2,495-71.5% | $12,270-94.2% |