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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 | $58,894 | $100,911-41.6% | $90,440-34.9% | $158,966-63.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.86% | 1726.62%-1714.8pp | 1294.38%-1282.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $250 | $3,690-93.2% | $3,263-92.3% | $4,762-94.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $870 | $6,507-86.6% | $5,615-84.5% | $11,250-92.3% |