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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 | $116,833 | $70,684+65.3% | $169,397-31.0% | $75,177+55.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 325.84% | 36.38%+289.5pp | 406.23%-80.4pp | 160.75%+165.1pp |
| Employer contribution / active EE | $1,186 | $2,211-46.3% | $4,013-70.4% | $2,671-55.6% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $675 | $5,404-87.5% | $9,017-92.5% | $5,651-88.1% |