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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 | $63,387 | $106,923-40.7% | $84,023-24.6% | $152,909-58.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.13% | 105.02%-78.9pp | 71.32%-45.2pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,333 | $2,735+21.9% | $1,984+68.0% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,048 | $8,289-87.4% | $6,102-82.8% | $11,601-91.0% |