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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 | $10,059 | $88,815-88.7% | $81,882-87.7% | $145,897-93.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.41% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,782 | $3,086-9.9% | $2,916-4.6% | $4,663-40.3% |
| Participant deferral / active EE | $4,230 | $4,647-9.0% | $4,323-2.2% | $6,689-36.8% |
| Admin fee / account holder | $599 | $8,434-92.9% | $7,360-91.9% | $13,390-95.5% |