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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 | $60,123 | $102,393-41.3% | $147,041-59.1% | $80,911-25.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.54% | 134.95%-119.4pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,455 | $3,715-7.0% | $4,935-30.0% | $2,756+25.4% |
| Participant deferral / active EE | $8,877 | $6,647+33.6% | $8,071+10.0% | $4,297+106.6% |
| Admin fee / account holder | $2,810 | $7,943-64.6% | $13,006-78.4% | $6,935-59.5% |