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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 | $76,353 | $88,815-14.0% | $81,882-6.8% | $145,897-47.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.04% | 1033.75%-1021.7pp | 779.47%-767.4pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,319 | $3,086-57.3% | $2,916-54.8% | $4,663-71.7% |
| Participant deferral / active EE | $11,607 | $4,647+149.8% | $4,323+168.5% | $6,689+73.5% |
| Admin fee / account holder | $8,767 | $8,434+3.9% | $7,360+19.1% | $13,390-34.5% |