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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 | $29,560 | $100,938-70.7% | $90,461-67.3% | $158,982-81.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.81% | 1727.20%-1705.4pp | 1294.76%-1273.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $2,122 | $3,691-42.5% | $3,264-35.0% | $4,763-55.5% |
| Participant deferral / active EE | $9,632 | $4,350+121.5% | $3,964+143.0% | $5,983+61.0% |
| Admin fee / account holder | $3,490 | $6,510-46.4% | $5,617-37.9% | $11,252-69.0% |