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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 | $58,912 | $109,872-46.4% | $98,483-40.2% | $167,536-64.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.41% | 1959.31%-1942.9pp | 1494.38%-1478.0pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,270 | $3,225-29.6% | $2,961-23.3% | $4,839-53.1% |
| Participant deferral / active EE | $2,747 | $4,673-41.2% | $4,276-35.8% | $6,342-56.7% |
| Admin fee / account holder | $327 | $6,757-95.2% | $5,953-94.5% | $12,315-97.3% |