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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 | $16,113 | $109,863-85.3% | $98,477-83.6% | $167,518-90.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.70% | 1958.09%-1948.4pp | 1493.59%-1483.9pp | 478.71%-469.0pp |
| Employer contribution / active EE | $2,047 | $3,225-36.5% | $2,961-30.9% | $4,838-57.7% |
| Participant deferral / active EE | $2,594 | $4,673-44.5% | $4,276-39.3% | $6,342-59.1% |
| Admin fee / account holder | $6,233 | $6,755-7.7% | $5,951+4.7% | $12,312-49.4% |