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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 | $84,956 | $88,702-4.2% | $81,780+3.9% | $145,978-41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.06% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,778 | $3,084-9.9% | $2,914-4.7% | $4,662-40.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,725 | $8,414+182.0% | $7,384+221.3% | $13,400+77.1% |