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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 | $27,599 | $91,037-69.7% | $71,671-61.5% | $147,586-81.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 56.35% | 20.48%+35.9pp | 20.65%+35.7pp | 578.59%-522.2pp |
| Employer contribution / active EE | $1,866 | $3,327-43.9% | $2,460-24.1% | $4,876-61.7% |
| Participant deferral / active EE | $2,906 | $4,498-35.4% | $3,438-15.5% | $5,439-46.6% |
| Admin fee / account holder | $1,554 | $8,613-82.0% | $5,558-72.0% | $10,886-85.7% |