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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 | $19,961 | $60,128-66.8% | $90,440-77.9% | $79,852-75.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.46% | 71.95%-61.5pp | 1294.38%-1283.9pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,973 | $2,068-4.6% | $3,263-39.5% | $2,471-20.2% |
| Participant deferral / active EE | $808 | $2,939-72.5% | $3,964-79.6% | $3,740-78.4% |
| Admin fee / account holder | $624 | $3,977-84.3% | $5,615-88.9% | $5,306-88.2% |