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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 | $73,300 | $101,283-27.6% | $75,826-3.3% | $135,382-45.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 14.89% | 3384.62%-3369.7pp | 1914.15%-1899.3pp | 519.77%-504.9pp |
| Employer contribution / active EE | $996 | $2,382-58.2% | $1,913-48.0% | $4,779-79.2% |
| Participant deferral / active EE | $4,774 | $3,469+37.6% | $2,862+66.8% | $5,609-14.9% |
| Admin fee / account holder | $2,334 | $6,539-64.3% | $4,726-50.6% | $10,829-78.4% |