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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 | $69,154 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | 368.88% | 27.59%+341.3pp | 66.58%+302.3pp | 41.64%+327.2pp |
| Employer contribution / active EE | $1,297 | $3,444-62.3% | $4,554-71.5% | $2,551-49.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $699 | $8,390-91.7% | $13,129-94.7% | $7,234-90.3% |