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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 | $52,650 | $115,814-54.5% | $101,275-48.0% | $158,982-66.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.82% | 56.16%-41.3pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,211 | $4,176-71.0% | $3,660-66.9% | $4,763-74.6% |
| Participant deferral / active EE | $3,203 | $4,958-35.4% | $4,371-26.7% | $5,983-46.5% |
| Admin fee / account holder | $504 | $7,249-93.1% | $5,948-91.5% | $11,252-95.5% |