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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 | $70,121+6.7% | $63,803+17.3% | $138,895-46.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.38% | 946.48%-931.1pp | 543.72%-528.3pp | 145.39%-130.0pp |
| Employer contribution / active EE | $530 | $2,882-81.6% | $2,532-79.1% | $4,194-87.4% |
| Participant deferral / active EE | $1,059 | $4,535-76.6% | $3,843-72.4% | $6,396-83.4% |
| Admin fee / account holder | $2,452 | $6,738-63.6% | $5,196-52.8% | $12,562-80.5% |