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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 | $30,355 | $107,363-71.7% | $92,909-67.3% | $152,897-80.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.13% | 145.63%-127.5pp | 109.44%-91.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $5,544 | $4,222+31.3% | $3,653+51.8% | $4,764+16.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,124 | $7,082-41.8% | $5,795-28.8% | $11,599-64.4% |