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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 | $26,361 | $96,643-72.7% | $86,617-69.6% | $139,456-81.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.27% | 106.57%-86.3pp | 591.91%-571.6pp | 373.45%-353.2pp |
| Employer contribution / active EE | $3,496 | $3,264+7.1% | $3,023+15.6% | $4,753-26.5% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,444 | $6,406-77.5% | $5,613-74.3% | $11,407-87.3% |