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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 | $26,764 | $72,465-63.1% | $67,575-60.4% | $145,884-81.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.77% | 7222.56%-7206.8pp | 3528.98%-3513.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,481 | $3,074-51.8% | $2,736-45.9% | $4,662-68.2% |
| Participant deferral / active EE | $3,830 | $4,786-20.0% | $4,003-4.3% | $6,690-42.7% |
| Admin fee / account holder | $5,555 | $5,515+0.7% | $3,993+39.1% | $13,392-58.5% |