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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 | $47,471 | $109,905-56.8% | $98,506-51.8% | $167,553-71.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.20% | 1960.20%-1945.0pp | 1494.92%-1479.7pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,533 | $3,226-52.5% | $2,961-48.2% | $4,840-68.3% |
| Participant deferral / active EE | $6,509 | $4,674+39.2% | $4,277+52.2% | $6,343+2.6% |
| Admin fee / account holder | $2,215 | $6,760-67.2% | $5,955-62.8% | $12,316-82.0% |