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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 | $34,287 | $85,766-60.0% | $136,298-74.8% | $70,126-51.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 54.59% | 31.46%+23.1pp | 5156.27%-5101.7pp | 73.15%-18.6pp |
| Employer contribution / active EE | $1,877 | $2,966-36.7% | $4,696-60.0% | $2,343-19.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $764 | $5,421-85.9% | $9,244-91.7% | $4,645-83.6% |