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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 | $24,248 | $73,546-67.0% | $63,018-61.5% | $147,586-83.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.16% | 175.56%-157.4pp | 87.62%-69.5pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,897 | $3,324-42.9% | $2,761-31.3% | $4,876-61.1% |
| Participant deferral / active EE | $2,975 | $4,185-28.9% | $3,330-10.7% | $5,439-45.3% |
| Admin fee / account holder | $572 | $5,956-90.4% | $3,601-84.1% | $10,886-94.7% |