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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 | $64,274 | $109,872-41.5% | $98,483-34.7% | $167,536-61.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.94% | 1959.31%-1930.4pp | 1494.38%-1465.4pp | 478.82%-449.9pp |
| Employer contribution / active EE | $2,508 | $3,225-22.2% | $2,961-15.3% | $4,839-48.2% |
| Participant deferral / active EE | $1,540 | $4,673-67.0% | $4,276-64.0% | $6,342-75.7% |
| Admin fee / account holder | $844 | $6,757-87.5% | $5,953-85.8% | $12,315-93.1% |