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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 | $19,289 | $100,911-80.9% | $90,440-78.7% | $158,966-87.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.46% | 1726.62%-1709.2pp | 1294.38%-1276.9pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,561 | $3,690-57.7% | $3,263-52.1% | $4,762-67.2% |
| Participant deferral / active EE | $1,695 | $4,348-61.0% | $3,964-57.2% | $5,983-71.7% |
| Admin fee / account holder | $940 | $6,507-85.6% | $5,615-83.3% | $11,250-91.6% |