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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 | $7,788 | $72,446-89.2% | $67,561-88.5% | $145,877-94.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 17.61% | 7211.98%-7194.4pp | 3525.44%-3507.8pp | 551.28%-533.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,010 | $4,785-37.1% | $4,003-24.8% | $6,691-55.0% |
| Admin fee / account holder | $318 | $5,541-94.3% | $4,006-92.1% | $13,402-97.6% |