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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 | $43,075 | $88,754-51.5% | $81,820-47.4% | $145,877-70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.78% | 1031.77%-1015.0pp | 777.93%-761.2pp | 551.28%-534.5pp |
| Employer contribution / active EE | $4,109 | $3,085+33.2% | $2,915+41.0% | $4,663-11.9% |
| Participant deferral / active EE | $3,387 | $4,648-27.1% | $4,323-21.6% | $6,691-49.4% |
| Admin fee / account holder | $2,296 | $8,424-72.7% | $7,391-68.9% | $13,402-82.9% |