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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 | $17,385 | $90,614-80.8% | $76,089-77.2% | $145,877-88.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.30% | 623.80%-610.5pp | 360.94%-347.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,395 | $3,324+2.1% | $2,690+26.2% | $4,663-27.2% |
| Participant deferral / active EE | $6,711 | $5,168+29.8% | $4,259+57.6% | $6,691+0.3% |
| Admin fee / account holder | $4,185 | $8,376-50.0% | $6,418-34.8% | $13,402-68.8% |