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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 | $58,258-69.5% | $81,820-78.3% | $80,925-78.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.91% | 41.76%-21.9pp | 777.93%-758.0pp | 35.65%-15.7pp |
| Employer contribution / active EE | $1,268 | $2,345-45.9% | $2,915-56.5% | $2,756-54.0% |
| Participant deferral / active EE | $3,194 | $3,284-2.7% | $4,323-26.1% | $4,299-25.7% |
| Admin fee / account holder | $1,680 | $4,976-66.2% | $7,391-77.3% | $6,940-75.8% |