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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 | $27,874 | $81,643-65.9% | $70,462-60.4% | $158,950-82.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.59% | 208.51%-192.9pp | 109.08%-93.5pp | 302.91%-287.3pp |
| Employer contribution / active EE | $4,543 | $3,218+41.2% | $2,737+66.0% | $4,762-4.6% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,646 | $6,194-73.4% | $3,845-57.2% | $11,248-85.4% |