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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 | $60,236 | $90,606-33.5% | $79,466-24.2% | $135,379-55.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 14.86% | 977.69%-962.8pp | 718.28%-703.4pp | 519.79%-504.9pp |
| Employer contribution / active EE | $2,034 | $3,068-33.7% | $2,800-27.4% | $4,779-57.4% |
| Participant deferral / active EE | $7,293 | $4,050+80.1% | $3,704+96.9% | $5,609+30.0% |
| Admin fee / account holder | $1,858 | $5,895-68.5% | $5,104-63.6% | $10,828-82.8% |