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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 | $22,020 | $57,330-61.6% | $86,656-74.6% | $75,177-70.7% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 19.21% | 2675.40%-2656.2pp | 593.09%-573.9pp | 160.75%-141.5pp |
| Employer contribution / active EE | $1,356 | $2,316-41.4% | $3,025-55.2% | $2,671-49.2% |
| Participant deferral / active EE | $2,580 | $3,320-22.3% | $4,439-41.9% | $4,126-37.5% |
| Admin fee / account holder | $749 | $4,115-81.8% | $5,619-86.7% | $5,651-86.7% |