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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 | $51,072 | $73,546-30.6% | $63,018-19.0% | $147,586-65.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.99% | 175.56%-152.6pp | 87.62%-64.6pp | 578.59%-555.6pp |
| Employer contribution / active EE | $4,641 | $3,324+39.6% | $2,761+68.1% | $4,876-4.8% |
| Participant deferral / active EE | $14,607 | $4,185+249.1% | $3,330+338.7% | $5,439+168.6% |
| Admin fee / account holder | $474 | $5,956-92.0% | $3,601-86.8% | $10,886-95.6% |