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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 | $37,711 | $103,008-63.4% | $90,304-58.2% | $152,897-75.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.55% | 95.22%-73.7pp | 78.13%-56.6pp | 345.43%-323.9pp |
| Employer contribution / active EE | $845 | $3,139-73.1% | $2,855-70.4% | $4,764-82.3% |
| Participant deferral / active EE | $3,322 | $4,281-22.4% | $3,885-14.5% | $5,851-43.2% |
| Admin fee / account holder | $996 | $6,175-83.9% | $5,354-81.4% | $11,599-91.4% |