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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 | $48,658 | $73,421-33.7% | $66,439-26.8% | $155,188-68.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.59% | 1382.37%-1370.8pp | 757.66%-746.1pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,535 | $3,039-49.5% | $2,637-41.8% | $4,248-63.9% |
| Participant deferral / active EE | $2,127 | $4,680-54.6% | $3,876-45.1% | $6,531-67.4% |
| Admin fee / account holder | $818 | $8,856-90.8% | $6,173-86.8% | $14,480-94.4% |