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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 | $64,912 | $102,393-36.6% | $147,041-55.9% | $80,911-19.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.24% | 134.95%-120.7pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $3,117 | $3,715-16.1% | $4,935-36.8% | $2,756+13.1% |
| Participant deferral / active EE | $6,855 | $6,647+3.1% | $8,071-15.1% | $4,297+59.5% |
| Admin fee / account holder | $12,242 | $7,943+54.1% | $13,006-5.9% | $6,935+76.5% |