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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 | $38,630 | $88,815-56.5% | $81,882-52.8% | $145,897-73.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.79% | 1033.75%-1018.0pp | 779.47%-763.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,134 | $3,086+1.5% | $2,916+7.5% | $4,663-32.8% |
| Participant deferral / active EE | $2,327 | $4,647-49.9% | $4,323-46.2% | $6,689-65.2% |
| Admin fee / account holder | $1,477 | $8,434-82.5% | $7,360-79.9% | $13,390-89.0% |