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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 | $38,823 | $108,695-64.3% | $74,722-48.0% | $152,897-74.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 13.46% | 114.11%-100.6pp | 753.11%-739.7pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,827 | $1,504+21.4% | $1,084+68.5% | $4,764-61.7% |
| Participant deferral / active EE | $2,251 | $2,712-17.0% | $1,963+14.6% | $5,851-61.5% |
| Admin fee / account holder | $1,249 | $4,906-74.5% | $3,335-62.5% | $11,599-89.2% |