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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 | $24,881 | $103,008-75.8% | $90,304-72.4% | $152,897-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.65% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $581 | $3,139-81.5% | $2,855-79.6% | $4,764-87.8% |
| Participant deferral / active EE | $3,955 | $4,281-7.6% | $3,885+1.8% | $5,851-32.4% |
| Admin fee / account holder | $5,886 | $6,175-4.7% | $5,354+9.9% | $11,599-49.3% |