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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 | $62,942 | $58,275+8.0% | $81,844-23.1% | $80,935-22.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 25.57% | 41.82%-16.2pp | 778.87%-753.3pp | 35.66%-10.1pp |
| Employer contribution / active EE | $10,448 | $2,346+345.4% | $2,916+258.3% | $2,757+279.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,161 | $4,749-75.6% | $7,355-84.2% | $6,924-83.2% |