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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 | $16,324 | $84,685-80.7% | $73,836-77.9% | $125,389-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 9.51% | 3123.80%-3114.3pp | 2268.06%-2258.5pp | 282.24%-272.7pp |
| Employer contribution / active EE | $961 | $3,123-69.2% | $2,787-65.5% | $4,866-80.2% |
| Participant deferral / active EE | $2,399 | $3,993-39.9% | $3,583-33.0% | $5,352-55.2% |
| Admin fee / account holder | $995 | $5,694-82.5% | $4,882-79.6% | $9,541-89.6% |