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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 | $59,384 | $88,754-33.1% | $81,820-27.4% | $145,877-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.55% | 1031.77%-1016.2pp | 777.93%-762.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,993 | $3,085+29.4% | $2,915+37.0% | $4,663-14.4% |
| Participant deferral / active EE | $7,400 | $4,648+59.2% | $4,323+71.2% | $6,691+10.6% |
| Admin fee / account holder | $603 | $8,424-92.8% | $7,391-91.8% | $13,402-95.5% |