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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 | $26,840 | $88,754-69.8% | $81,820-67.2% | $145,877-81.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1031.77%-1015.6pp | 777.93%-761.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $848 | $3,085-72.5% | $2,915-70.9% | $4,663-81.8% |
| Participant deferral / active EE | $9,161 | $4,648+97.1% | $4,323+111.9% | $6,691+36.9% |
| Admin fee / account holder | $4,312 | $8,424-48.8% | $7,391-41.6% | $13,402-67.8% |