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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 | $249,875 | $92,766+169.4% | $82,763+201.9% | $134,545+85.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 3.28% | 946.97%-943.7pp | 702.45%-699.2pp | 418.37%-415.1pp |
| Employer contribution / active EE | $2,143 | $3,273-34.5% | $3,008-28.8% | $4,742-54.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,926 | $5,978-51.1% | $5,325-45.1% | $11,431-74.4% |