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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 | $227,214 | $90,606+150.8% | $79,466+185.9% | $135,379+67.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.11% | 977.69%-974.6pp | 718.28%-715.2pp | 519.79%-516.7pp |
| Employer contribution / active EE | $16,460 | $3,068+436.5% | $2,800+487.8% | $4,779+244.4% |
| Participant deferral / active EE | $11,377 | $4,050+180.9% | $3,704+207.2% | $5,609+102.8% |
| Admin fee / account holder | $2,397 | $5,895-59.3% | $5,104-53.0% | $10,828-77.9% |