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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 | $78,114 | $56,199+39.0% | $67,652+15.5% | $59,632+31.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.95% | 18505.31%-18504.4pp | 6625.04%-6624.1pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $5,606 | $1,614+247.2% | $2,266+147.5% | $2,203+154.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,036 | $3,958-23.3% | $4,821-37.0% | $4,297-29.3% |