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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 | $131,207 | $129,737+1.1% | $119,126+10.1% | $154,746-15.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.28% | 379.08%-368.8pp | 282.11%-271.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,482 | $4,375-66.1% | $4,034-63.3% | $4,379-66.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $28,408 | $11,961+137.5% | $10,693+165.7% | $14,365+97.8% |