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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 | $72,884 | $88,778-17.9% | $81,844-10.9% | $145,884-50.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.76% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,307 | $3,087-25.3% | $2,916-20.9% | $4,662-50.5% |
| Participant deferral / active EE | $3,410 | $4,648-26.6% | $4,323-21.1% | $6,690-49.0% |
| Admin fee / account holder | $356 | $8,430-95.8% | $7,355-95.2% | $13,392-97.3% |