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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 | $31,578 | $60,128-47.5% | $90,440-65.1% | $79,852-60.5% |
| Participation rate | 94.4% | 65.0%+29.4pp | 72.7%+21.7pp | 69.6%+24.7pp |
| Annual return | 16.57% | 71.95%-55.4pp | 1294.38%-1277.8pp | 31.72%-15.2pp |
| Employer contribution / active EE | $648 | $2,068-68.7% | $3,263-80.1% | $2,471-73.8% |
| Participant deferral / active EE | $2,732 | $2,939-7.0% | $3,964-31.1% | $3,740-27.0% |
| Admin fee / account holder | $1,215 | $3,977-69.4% | $5,615-78.4% | $5,306-77.1% |