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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 | $10,202 | $90,530-88.7% | $76,030-86.6% | $145,897-93.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.26% | 625.08%-611.8pp | 361.54%-348.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,677 | $3,319-19.3% | $2,688-0.4% | $4,663-42.6% |
| Participant deferral / active EE | $3,792 | $5,164-26.6% | $4,257-10.9% | $6,689-43.3% |
| Admin fee / account holder | $1,635 | $8,383-80.5% | $6,421-74.5% | $13,390-87.8% |