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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 | $14,673 | $109,872-86.6% | $98,483-85.1% | $167,536-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.23% | 1959.31%-1939.1pp | 1494.38%-1474.2pp | 478.82%-458.6pp |
| Employer contribution / active EE | $1,321 | $3,225-59.0% | $2,961-55.4% | $4,839-72.7% |
| Participant deferral / active EE | $1,460 | $4,673-68.8% | $4,276-65.9% | $6,342-77.0% |
| Admin fee / account holder | $1,053 | $6,757-84.4% | $5,953-82.3% | $12,315-91.5% |