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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 | $47,933 | $202,342-76.3% | $172,752-72.3% | $152,897-68.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.13% | 1029.83%-1010.7pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,939 | $5,858-66.9% | $5,144-62.3% | $4,764-59.3% |
| Participant deferral / active EE | $4,120 | $5,948-30.7% | $5,198-20.7% | $5,851-29.6% |
| Admin fee / account holder | $3,504 | $17,111-79.5% | $13,955-74.9% | $11,599-69.8% |