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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 | $33,921 | $73,546-53.9% | $63,018-46.2% | $147,586-77.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.93% | 175.56%-161.6pp | 87.62%-73.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,176 | $3,324-34.5% | $2,761-21.2% | $4,876-55.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,936 | $5,956+100.4% | $3,601+231.5% | $10,886+9.7% |