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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 | $27,993 | $103,008-72.8% | $90,304-69.0% | $152,897-81.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.50% | 95.22%-69.7pp | 78.13%-52.6pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,093 | $3,139-65.2% | $2,855-61.7% | $4,764-77.1% |
| Participant deferral / active EE | $3,560 | $4,281-16.8% | $3,885-8.4% | $5,851-39.2% |
| Admin fee / account holder | $570 | $6,175-90.8% | $5,354-89.3% | $11,599-95.1% |