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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 | $82,491 | $154,754-46.7% | $124,206-33.6% | $138,895-40.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.83% | 709.28%-698.5pp | 515.27%-504.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $5,326 | $4,446+19.8% | $3,540+50.4% | $4,194+27.0% |
| Participant deferral / active EE | $13,364 | $4,621+189.2% | $3,968+236.8% | $6,396+108.9% |
| Admin fee / account holder | $3,064 | $6,690-54.2% | $5,929-48.3% | $12,562-75.6% |