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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 | $47,644 | $107,368-55.6% | $92,915-48.7% | $152,909-68.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.02% | 145.64%-128.6pp | 109.45%-92.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $2,083 | $4,222-50.7% | $3,653-43.0% | $4,764-56.3% |
| Participant deferral / active EE | $1,330 | $4,848-72.6% | $4,238-68.6% | $5,851-77.3% |
| Admin fee / account holder | $21,179 | $7,082+199.0% | $5,796+265.4% | $11,601+82.6% |