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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 | $10,433 | $69,248-84.9% | $64,101-83.7% | $139,466-92.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.82% | 45.95%-32.1pp | 33.72%-19.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,739 | $3,185-45.4% | $2,749-36.7% | $4,754-63.4% |
| Participant deferral / active EE | $1,615 | $4,682-65.5% | $3,881-58.4% | $6,712-75.9% |
| Admin fee / account holder | $355 | $4,247-91.6% | $3,070-88.4% | $11,409-96.9% |