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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 | $59,524 | $104,106-42.8% | $71,086-16.3% | $135,379-56.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 5.79% | 1256.30%-1250.5pp | 650.59%-644.8pp | 519.79%-514.0pp |
| Employer contribution / active EE | $2,632 | $1,485+77.2% | $1,088+141.9% | $4,779-44.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,115 | $4,142-73.1% | $3,082-63.8% | $10,828-89.7% |