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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 | $33,152 | $73,518-54.9% | $63,003-47.4% | $147,585-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.07% | 175.46%-156.4pp | 87.59%-68.5pp | 578.57%-559.5pp |
| Employer contribution / active EE | $1,368 | $3,322-58.8% | $2,760-50.4% | $4,876-72.0% |
| Participant deferral / active EE | $1,468 | $4,183-64.9% | $3,329-55.9% | $5,439-73.0% |
| Admin fee / account holder | $607 | $5,952-89.8% | $3,600-83.1% | $10,885-94.4% |