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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 | $25,942 | $88,778-70.8% | $81,844-68.3% | $145,884-82.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.59% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,561 | $3,087-17.0% | $2,916-12.2% | $4,662-45.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,010 | $8,430-28.7% | $7,355-18.3% | $13,392-55.1% |