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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 | $102,124 | $234,190-56.4% | $180,320-43.4% | $198,609-48.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 18.86% | 1057.44%-1038.6pp | 778.54%-759.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $3,088 | $5,258-41.3% | $4,108-24.8% | $5,055-38.9% |
| Participant deferral / active EE | $11,955 | $4,988+139.7% | $4,304+177.7% | $6,977+71.4% |
| Admin fee / account holder | $9,755 | $12,558-22.3% | $10,000-2.5% | $19,030-48.7% |