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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 | $56,604 | $88,778-36.2% | $81,844-30.8% | $145,884-61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.01% | 1033.03%-1021.0pp | 778.87%-766.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,780 | $3,087-9.9% | $2,916-4.7% | $4,662-40.4% |
| Participant deferral / active EE | $9,120 | $4,648+96.2% | $4,323+110.9% | $6,690+36.3% |
| Admin fee / account holder | $7,791 | $8,430-7.6% | $7,355+5.9% | $13,392-41.8% |