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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 | $32,915 | $185,225-82.2% | $142,898-77.0% | $167,536-80.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 22.75% | 8558.12%-8535.4pp | 5639.64%-5616.9pp | 478.82%-456.1pp |
| Employer contribution / active EE | $3,701 | $5,607-34.0% | $4,146-10.7% | $4,839-23.5% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,199 | $8,032-85.1% | $6,560-81.7% | $12,315-90.3% |