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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 | $36,772 | $102,595-64.2% | $94,057-60.9% | $154,746-76.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.23% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,040 | $3,147-35.2% | $2,933-30.5% | $4,379-53.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,460 | $7,736+22.3% | $7,244+30.6% | $14,365-34.1% |