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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 | $38,051 | $80,812-52.9% | $160,784-76.3% | $82,448-53.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 18.65% | 100.59%-81.9pp | 1803.92%-1785.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,691 | $2,174-22.2% | $3,733-54.7% | $2,551-33.7% |
| Participant deferral / active EE | $2,727 | $4,335-37.1% | $6,293-56.7% | $4,139-34.1% |
| Admin fee / account holder | $534 | $7,695-93.1% | $9,717-94.5% | $7,234-92.6% |