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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 | $58,994 | $88,778-33.5% | $81,844-27.9% | $145,884-59.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.09% | 1033.03%-1018.9pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,485 | $3,087+12.9% | $2,916+19.5% | $4,662-25.2% |
| Participant deferral / active EE | $3,442 | $4,648-26.0% | $4,323-20.4% | $6,690-48.6% |
| Admin fee / account holder | $3,032 | $8,430-64.0% | $7,355-58.8% | $13,392-77.4% |