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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 | $63,000 | $72,071-12.6% | $68,368-7.9% | $137,256-54.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.98% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $8,304 | $2,788+197.8% | $2,649+213.5% | $4,156+99.8% |
| Participant deferral / active EE | $1,800 | $4,410-59.2% | $4,123-56.3% | $6,407-71.9% |
| Admin fee / account holder | $480 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |