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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 | $28,915 | $118,877-75.7% | $96,570-70.1% | $167,536-82.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.92% | 50.50%-39.6pp | 37.79%-26.9pp | 478.82%-467.9pp |
| Employer contribution / active EE | $3,333 | $3,121+6.8% | $2,357+41.4% | $4,839-31.1% |
| Participant deferral / active EE | $2,467 | $4,617-46.6% | $3,849-35.9% | $6,342-61.1% |
| Admin fee / account holder | $403 | $8,069-95.0% | $6,182-93.5% | $12,315-96.7% |