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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 | $37,690 | $85,171-55.7% | $172,752-78.2% | $72,975-48.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.73% | 27.32%-3.6pp | 802.97%-779.2pp | 81.01%-57.3pp |
| Employer contribution / active EE | $5,959 | $3,324+79.3% | $5,144+15.8% | $2,440+144.2% |
| Participant deferral / active EE | $4,957 | $3,260+52.0% | $5,198-4.6% | $3,608+37.4% |
| Admin fee / account holder | $1,256 | $5,880-78.6% | $13,955-91.0% | $5,124-75.5% |