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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 | $50,863 | $51,184-0.6% | $66,439-23.4% | $86,983-41.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.65% | 17.07%-4.4pp | 757.66%-745.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $986 | $2,023-51.3% | $2,637-62.6% | $2,584-61.9% |
| Participant deferral / active EE | $1,805 | $2,927-38.3% | $3,876-53.4% | $4,194-57.0% |
| Admin fee / account holder | $7,244 | $4,154+74.4% | $6,173+17.3% | $7,856-7.8% |