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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 | $72,173 | $82,630-12.7% | $64,105+12.6% | $125,389-42.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.65% | 1489.72%-1489.1pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $878 | $2,671-67.1% | $1,820-51.8% | $4,866-82.0% |
| Participant deferral / active EE | $3,993 | $3,608+10.6% | $2,822+41.5% | $5,352-25.4% |
| Admin fee / account holder | $3,122 | $6,382-51.1% | $4,499-30.6% | $9,541-67.3% |