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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 | $27,561 | $57,352-51.9% | $83,830-67.1% | $64,173-57.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 53.78% | 11.38%+42.4pp | 850.97%-797.2pp | 7.63%+46.1pp |
| Employer contribution / active EE | $1,834 | $2,546-28.0% | $3,631-49.5% | $2,381-23.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,542 | $4,046-37.2% | $5,479-53.6% | $4,887-48.0% |