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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 | $40,630 | $75,832-46.4% | $147,617-72.5% | $59,633-31.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.90% | 0.37%+3.5pp | 61.98%-58.1pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $1,160 | $3,485-66.7% | $5,564-79.2% | $2,203-47.3% |
| Participant deferral / active EE | $4,250 | $3,131+35.8% | $4,895-13.2% | $3,192+33.2% |
| Admin fee / account holder | $11,568 | $5,986+93.3% | $11,612-0.4% | $4,297+169.2% |