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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 | $139,330 | $114,073+22.1% | $96,161+44.9% | $167,518-16.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 16.80% | 189.95%-173.1pp | 192.01%-175.2pp | 478.71%-461.9pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,900 | $5,195-24.9% | $4,349-10.3% | $6,342-38.5% |
| Admin fee / account holder | $1,898 | $6,899-72.5% | $5,538-65.7% | $12,312-84.6% |