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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 | $90,530-80.8% | $76,030-77.1% | $145,897-88.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.30% | 625.08%-611.8pp | 361.54%-348.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,395 | $3,319+2.3% | $2,688+26.3% | $4,663-27.2% |
| Participant deferral / active EE | $6,711 | $5,164+29.9% | $4,257+57.6% | $6,689+0.3% |
| Admin fee / account holder | $4,185 | $8,383-50.1% | $6,421-34.8% | $13,390-68.7% |