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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 | $39,037 | $97,761-60.1% | $83,850-53.4% | $135,382-71.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.44% | 1287.44%-1277.0pp | 850.92%-840.5pp | 519.77%-509.3pp |
| Employer contribution / active EE | $1,597 | $4,222-62.2% | $3,631-56.0% | $4,779-66.6% |
| Participant deferral / active EE | $3,412 | $4,682-27.1% | $4,082-16.4% | $5,609-39.2% |
| Admin fee / account holder | $745 | $6,674-88.8% | $5,478-86.4% | $10,829-93.1% |