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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 | $50,807 | $82,630-38.5% | $64,105-20.7% | $125,389-59.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.41% | 1489.72%-1488.3pp | 791.24%-789.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,387 | $2,671-48.1% | $1,820-23.8% | $4,866-71.5% |
| Participant deferral / active EE | $788 | $3,608-78.2% | $2,822-72.1% | $5,352-85.3% |
| Admin fee / account holder | $1,504 | $6,382-76.4% | $4,499-66.6% | $9,541-84.2% |