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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 | $55,937 | $114,073-51.0% | $96,161-41.8% | $167,518-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 29.59% | 189.95%-160.4pp | 192.01%-162.4pp | 478.71%-449.1pp |
| Employer contribution / active EE | $1,923 | $3,428-43.9% | $2,798-31.3% | $4,838-60.3% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,999 | $6,899-71.0% | $5,538-63.9% | $12,312-83.8% |