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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 | $102,514 | $72,426+41.5% | $67,560+51.7% | $145,897-29.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 13.21% | 7226.78%-7213.6pp | 3533.50%-3520.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,143 | $3,074-30.3% | $2,737-21.7% | $4,663-54.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,570 | $5,514-35.2% | $3,994-10.6% | $13,390-73.3% |