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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 | $72,396-63.0% | $67,511-60.4% | $145,959-81.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.77% | 7194.07%-7178.3pp | 3517.41%-3501.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,481 | $3,071-51.8% | $2,733-45.8% | $4,661-68.2% |
| Participant deferral / active EE | $3,830 | $4,781-19.9% | $4,000-4.2% | $6,689-42.7% |
| Admin fee / account holder | $5,555 | $5,538+0.3% | $3,999+38.9% | $13,398-58.5% |