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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 | $37,802 | $90,607-58.3% | $79,467-52.4% | $135,380-72.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 1.30% | 977.74%-976.4pp | 718.30%-717.0pp | 519.81%-518.5pp |
| Employer contribution / active EE | $5,897 | $3,068+92.2% | $2,800+110.6% | $4,779+23.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $378 | $5,895-93.6% | $5,104-92.6% | $10,828-96.5% |