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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 | $75,046 | $234,190-68.0% | $180,320-58.4% | $198,609-62.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 15.41% | 1057.44%-1042.0pp | 778.54%-763.1pp | 202.70%-187.3pp |
| Employer contribution / active EE | $2,959 | $5,258-43.7% | $4,108-28.0% | $5,055-41.5% |
| Participant deferral / active EE | $7,629 | $4,988+52.9% | $4,304+77.2% | $6,977+9.3% |
| Admin fee / account holder | $1,047 | $12,558-91.7% | $10,000-89.5% | $19,030-94.5% |