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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 | $11,867 | $70,121-83.1% | $63,803-81.4% | $138,895-91.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.93% | 946.48%-934.6pp | 543.72%-531.8pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,711 | $2,882-5.9% | $2,532+7.1% | $4,194-35.4% |
| Participant deferral / active EE | $4,410 | $4,535-2.8% | $3,843+14.7% | $6,396-31.1% |
| Admin fee / account holder | $8,811 | $6,738+30.8% | $5,196+69.5% | $12,562-29.9% |