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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 | $37,011 | $96,678-61.7% | $86,640-57.3% | $139,466-73.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.24% | 106.69%-88.5pp | 592.52%-574.3pp | 373.66%-355.4pp |
| Employer contribution / active EE | $3,334 | $3,265+2.1% | $3,024+10.2% | $4,754-29.9% |
| Participant deferral / active EE | $10,293 | $4,837+112.8% | $4,438+131.9% | $6,712+53.4% |
| Admin fee / account holder | $1,363 | $6,410-78.7% | $5,616-75.7% | $11,409-88.1% |