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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 | $58,577 | $68,097-14.0% | $62,929-6.9% | $137,256-57.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.74% | 1859.11%-1843.4pp | 1063.93%-1048.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,232 | $2,811-56.2% | $2,505-50.8% | $4,156-70.3% |
| Participant deferral / active EE | $3,779 | $4,553-17.0% | $3,888-2.8% | $6,407-41.0% |
| Admin fee / account holder | $2,300 | $6,521-64.7% | $5,065-54.6% | $12,270-81.3% |