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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 | $39,966 | $104,937-61.9% | $84,628-52.8% | $152,897-73.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.72% | 373.88%-357.2pp | 258.80%-242.1pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,667 | $3,303-49.5% | $2,653-37.2% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,683 | $6,243-57.0% | $4,914-45.4% | $11,599-76.9% |