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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 | $73,421+41.8% | $66,439+56.7% | $155,188-32.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 9.86% | 1382.37%-1372.5pp | 757.66%-747.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,154 | $3,039-62.0% | $2,637-56.2% | $4,248-72.8% |
| Participant deferral / active EE | $3,910 | $4,680-16.4% | $3,876+0.9% | $6,531-40.1% |
| Admin fee / account holder | $2,063 | $8,856-76.7% | $6,173-66.6% | $14,480-85.8% |