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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 | $65,954 | $76,368-13.6% | $67,681-2.6% | $154,746-57.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.82% | 1066.77%-1053.9pp | 590.58%-577.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,765 | $3,151-12.3% | $2,678+3.2% | $4,379-36.9% |
| Participant deferral / active EE | $7,373 | $4,824+52.8% | $3,976+85.5% | $6,730+9.6% |
| Admin fee / account holder | $1,187 | $8,559-86.1% | $6,100-80.5% | $14,365-91.7% |