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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 | $22,063 | $100,911-78.1% | $90,440-75.6% | $158,966-86.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.48% | 1726.62%-1717.1pp | 1294.38%-1284.9pp | 302.95%-293.5pp |
| Employer contribution / active EE | $2,049 | $3,690-44.5% | $3,263-37.2% | $4,762-57.0% |
| Participant deferral / active EE | $1,014 | $4,348-76.7% | $3,964-74.4% | $5,983-83.0% |
| Admin fee / account holder | $946 | $6,507-85.5% | $5,615-83.1% | $11,250-91.6% |