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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 | $40,361 | $99,011-59.2% | $86,582-53.4% | $147,586-72.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.59% | 1312.75%-1298.2pp | 965.08%-950.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $997 | $3,132-68.2% | $2,839-64.9% | $4,876-79.6% |
| Participant deferral / active EE | $2,169 | $3,972-45.4% | $3,609-39.9% | $5,439-60.1% |
| Admin fee / account holder | $979 | $5,709-82.9% | $4,904-80.0% | $10,886-91.0% |