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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 | $96,123-70.3% | $77,361-63.1% | $198,609-85.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 16.82% | 2054.81%-2038.0pp | 1011.54%-994.7pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,385 | $3,791-63.5% | $2,990-53.7% | $5,055-72.6% |
| Participant deferral / active EE | $3,489 | $4,975-29.9% | $3,911-10.8% | $6,977-50.0% |
| Admin fee / account holder | $4,929 | $9,471-48.0% | $5,894-16.4% | $19,030-74.1% |