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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 | $17,071 | $88,702-80.8% | $81,780-79.1% | $145,978-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.15% | 1029.12%-1012.0pp | 776.27%-759.1pp | 550.52%-533.4pp |
| Employer contribution / active EE | $2,465 | $3,084-20.1% | $2,914-15.4% | $4,662-47.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $809 | $8,414-90.4% | $7,384-89.0% | $13,400-94.0% |