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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 | $35,925 | $57,312-37.3% | $86,617-58.5% | $75,181-52.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 21.56% | 2672.78%-2651.2pp | 591.91%-570.4pp | 160.69%-139.1pp |
| Employer contribution / active EE | $2,321 | $2,315+0.2% | $3,023-23.2% | $2,671-13.1% |
| Participant deferral / active EE | $3,907 | $3,319+17.7% | $4,437-12.0% | $4,126-5.3% |
| Admin fee / account holder | $2,205 | $4,114-46.4% | $5,613-60.7% | $5,650-61.0% |