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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 | $20,683 | $60,128-65.6% | $90,440-77.1% | $79,852-74.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.55% | 71.95%-51.4pp | 1294.38%-1273.8pp | 31.72%-11.2pp |
| Employer contribution / active EE | $3,883 | $2,068+87.7% | $3,263+19.0% | $2,471+57.1% |
| Participant deferral / active EE | $2,158 | $2,939-26.6% | $3,964-45.6% | $3,740-42.3% |
| Admin fee / account holder | $962 | $3,977-75.8% | $5,615-82.9% | $5,306-81.9% |