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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 | $84,728 | $110,551-23.4% | $80,741+4.9% | $167,536-49.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.45% | 120.57%-109.1pp | 87.30%-75.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $636 | $1,543-58.8% | $1,160-45.1% | $4,839-86.8% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,111 | $4,547-75.6% | $3,380-67.1% | $12,315-91.0% |