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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 | $22,045 | $208,088-89.4% | $186,193-88.2% | $154,746-85.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.19% | 89.97%-77.8pp | 78.03%-65.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,451 | $4,340-43.5% | $3,918-37.4% | $4,379-44.0% |
| Participant deferral / active EE | $3,550 | $7,078-49.8% | $6,513-45.5% | $6,730-47.3% |
| Admin fee / account holder | $2,799 | $11,698-76.1% | $11,058-74.7% | $14,365-80.5% |