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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 | $74,825 | $76,368-2.0% | $67,681+10.6% | $154,746-51.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.38% | 1066.77%-1051.4pp | 590.58%-575.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $530 | $3,151-83.2% | $2,678-80.2% | $4,379-87.9% |
| Participant deferral / active EE | $1,059 | $4,824-78.0% | $3,976-73.4% | $6,730-84.3% |
| Admin fee / account holder | $2,452 | $8,559-71.4% | $6,100-59.8% | $14,365-82.9% |