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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 | $129,435 | $56,197+130.3% | $67,652+91.3% | $59,633+117.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.69% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $6,000 | $1,615+271.6% | $2,266+164.8% | $2,203+172.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,281 | $3,958-42.4% | $4,821-52.7% | $4,297-46.9% |