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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 | $54,664 | $75,832-27.9% | $147,617-63.0% | $59,633-8.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.38% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $6,207 | $3,485+78.1% | $5,564+11.6% | $2,203+181.8% |
| Participant deferral / active EE | $5,066 | $3,131+61.8% | $4,895+3.5% | $3,192+58.7% |
| Admin fee / account holder | $3,754 | $5,986-37.3% | $11,612-67.7% | $4,297-12.6% |