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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 | $13,053 | $76,368-82.9% | $67,681-80.7% | $154,746-91.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.80% | 1066.77%-1045.0pp | 590.58%-568.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,236 | $3,151-29.0% | $2,678-16.5% | $4,379-48.9% |
| Participant deferral / active EE | $2,748 | $4,824-43.0% | $3,976-30.9% | $6,730-59.2% |
| Admin fee / account holder | $438 | $8,559-94.9% | $6,100-92.8% | $14,365-96.9% |