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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 | $31,946 | $48,570-34.2% | $130,660-75.5% | $72,975-56.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 21.48% | 38.63%-17.1pp | 1709.29%-1687.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $510 | $1,334-61.8% | $4,092-87.5% | $2,440-79.1% |
| Participant deferral / active EE | $6,110 | $2,384+156.3% | $3,603+69.6% | $3,608+69.4% |
| Admin fee / account holder | $1,721 | $3,549-51.5% | $5,463-68.5% | $5,124-66.4% |