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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 | $17,750 | $58,234-69.5% | $81,783-78.3% | $80,874-78.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 19.91% | 41.70%-21.8pp | 775.05%-755.1pp | 35.62%-15.7pp |
| Employer contribution / active EE | $1,268 | $2,341-45.8% | $2,913-56.5% | $2,756-54.0% |
| Participant deferral / active EE | $3,194 | $3,283-2.7% | $4,320-26.1% | $4,297-25.7% |
| Admin fee / account holder | $1,680 | $4,982-66.3% | $7,380-77.2% | $6,935-75.8% |