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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 | $61,247 | $149,040-58.9% | $120,225-49.1% | $137,256-55.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.81% | 605.68%-588.9pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $931 | $4,350-78.6% | $3,475-73.2% | $4,156-77.6% |
| Participant deferral / active EE | $3,704 | $4,655-20.4% | $3,999-7.4% | $6,407-42.2% |
| Admin fee / account holder | $1,030 | $6,348-83.8% | $5,696-81.9% | $12,270-91.6% |