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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 | $61,807 | $70,366-12.2% | $66,674-7.3% | $138,895-55.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.55% | 386.41%-365.9pp | 321.24%-300.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $6,852 | $2,765+147.8% | $2,620+161.5% | $4,194+63.4% |
| Participant deferral / active EE | $10,820 | $4,374+147.4% | $4,084+164.9% | $6,396+69.2% |
| Admin fee / account holder | $529 | $5,262-90.0% | $5,098-89.6% | $12,562-95.8% |