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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 | $73,120 | $85,766-14.7% | $136,297-46.4% | $70,124+4.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 26.40% | 31.45%-5.1pp | 5156.19%-5129.8pp | 73.14%-46.7pp |
| Employer contribution / active EE | $6,250 | $2,966+110.7% | $4,696+33.1% | $2,342+166.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,474 | $5,420+19.4% | $9,244-30.0% | $4,645+39.4% |