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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 | $44,190 | $112,915-60.9% | $90,965-51.4% | $158,950-72.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.82% | 215.75%-202.9pp | 134.57%-121.7pp | 302.91%-290.1pp |
| Employer contribution / active EE | $1,316 | $2,894-54.5% | $2,122-38.0% | $4,762-72.4% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,748 | $8,044-78.3% | $5,960-70.7% | $11,248-84.5% |