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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 | $104,085 | $76,368+36.3% | $67,681+53.8% | $154,746-32.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.86% | 1066.77%-1056.9pp | 590.58%-580.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,154 | $3,151-63.4% | $2,678-56.9% | $4,379-73.6% |
| Participant deferral / active EE | $3,910 | $4,824-18.9% | $3,976-1.6% | $6,730-41.9% |
| Admin fee / account holder | $2,063 | $8,559-75.9% | $6,100-66.2% | $14,365-85.6% |