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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 | $75,425 | $107,353-29.7% | $92,903-18.8% | $152,885-50.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.10% | 145.62%-127.5pp | 109.43%-91.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $3,300 | $4,222-21.8% | $3,653-9.7% | $4,763-30.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,333 | $7,081-81.2% | $5,795-77.0% | $11,598-88.5% |