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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 | $28,528 | $76,368-62.6% | $67,681-57.8% | $154,746-81.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.82% | 1066.77%-1050.0pp | 590.58%-573.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,385 | $3,151-56.0% | $2,678-48.3% | $4,379-68.4% |
| Participant deferral / active EE | $3,489 | $4,824-27.7% | $3,976-12.3% | $6,730-48.2% |
| Admin fee / account holder | $4,929 | $8,559-42.4% | $6,100-19.2% | $14,365-65.7% |