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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 | $64,796 | $152,619-57.5% | $125,195-48.2% | $152,909-57.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.66% | 54.85%-38.2pp | 43.79%-27.1pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,000 | $4,947-79.8% | $3,866-74.1% | $4,764-79.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $607 | $13,437-95.5% | $9,704-93.7% | $11,601-94.8% |