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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 | $57,806 | $101,591-43.1% | $147,096-60.7% | $74,429-22.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.72% | 8746.45%-8722.7pp | 419.75%-396.0pp | 1368.38%-1344.7pp |
| Employer contribution / active EE | $4,582 | $3,813+20.2% | $4,936-7.2% | $2,625+74.6% |
| Participant deferral / active EE | $7,405 | $7,302+1.4% | $8,071-8.2% | $4,348+70.3% |
| Admin fee / account holder | $1,083 | $1,750-38.1% | $13,005-91.7% | $1,944-44.3% |