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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 | $76,368-23.3% | $67,681-13.5% | $154,746-62.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.74% | 1066.77%-1051.0pp | 590.58%-574.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,232 | $3,151-60.9% | $2,678-54.0% | $4,379-71.9% |
| Participant deferral / active EE | $3,779 | $4,824-21.7% | $3,976-4.9% | $6,730-43.8% |
| Admin fee / account holder | $2,300 | $8,559-73.1% | $6,100-62.3% | $14,365-84.0% |