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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 | $19,266 | $88,702-78.3% | $81,780-76.4% | $145,978-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.11% | 1029.12%-1011.0pp | 776.27%-758.2pp | 550.52%-532.4pp |
| Employer contribution / active EE | $2,610 | $3,084-15.4% | $2,914-10.4% | $4,662-44.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $455 | $8,414-94.6% | $7,384-93.8% | $13,400-96.6% |