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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 | $40,755 | $75,832-46.3% | $147,617-72.4% | $59,633-31.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 8.51% | 0.37%+8.1pp | 61.98%-53.5pp | 2041.45%-2032.9pp |
| Employer contribution / active EE | $3,956 | $3,485+13.5% | $5,564-28.9% | $2,203+79.6% |
| Participant deferral / active EE | $2,631 | $3,131-15.9% | $4,895-46.3% | $3,192-17.6% |
| Admin fee / account holder | $4,734 | $5,986-20.9% | $11,612-59.2% | $4,297+10.2% |