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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 | $40,714 | $109,872-62.9% | $98,483-58.7% | $167,536-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.91% | 1959.31%-1927.4pp | 1494.38%-1462.5pp | 478.82%-446.9pp |
| Employer contribution / active EE | $876 | $3,225-72.8% | $2,961-70.4% | $4,839-81.9% |
| Participant deferral / active EE | $3,970 | $4,673-15.1% | $4,276-7.2% | $6,342-37.4% |
| Admin fee / account holder | $470 | $6,757-93.0% | $5,953-92.1% | $12,315-96.2% |