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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 | $37,204 | $149,040-75.0% | $120,225-69.1% | $137,256-72.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.55% | 605.68%-589.1pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,206 | $4,350-72.3% | $3,475-65.3% | $4,156-71.0% |
| Participant deferral / active EE | $4,794 | $4,655+3.0% | $3,999+19.9% | $6,407-25.2% |
| Admin fee / account holder | $332 | $6,348-94.8% | $5,696-94.2% | $12,270-97.3% |