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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 | $57,402 | $121,701-52.8% | $104,639-45.1% | $158,982-63.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.22% | 465.72%-456.5pp | 340.67%-331.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $8,317 | $3,165+162.8% | $2,682+210.1% | $4,763+74.6% |
| Participant deferral / active EE | $3,488 | $4,176-16.5% | $3,738-6.7% | $5,983-41.7% |
| Admin fee / account holder | $2,245 | $7,778-71.1% | $6,465-65.3% | $11,252-80.0% |