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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 | $57,802 | $70,121-17.6% | $63,803-9.4% | $138,895-58.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 16.06% | 946.48%-930.4pp | 543.72%-527.7pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,950 | $2,882+2.4% | $2,532+16.5% | $4,194-29.7% |
| Participant deferral / active EE | $10,185 | $4,535+124.6% | $3,843+165.0% | $6,396+59.2% |
| Admin fee / account holder | $2,234 | $6,738-66.8% | $5,196-57.0% | $12,562-82.2% |