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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 | $42,936 | $88,754-51.6% | $81,820-47.5% | $145,877-70.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.11% | 1031.77%-1017.7pp | 777.93%-763.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $5,128 | $3,085+66.2% | $2,915+75.9% | $4,663+10.0% |
| Participant deferral / active EE | $13,122 | $4,648+182.3% | $4,323+203.6% | $6,691+96.1% |
| Admin fee / account holder | $10,367 | $8,424+23.1% | $7,391+40.3% | $13,402-22.6% |