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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 | $33,947 | $160,070-78.8% | $147,117-76.9% | $145,897-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.23% | 98.69%-71.5pp | 420.54%-393.3pp | 552.29%-525.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,613 | $8,419-69.0% | $8,065-67.6% | $6,689-60.9% |
| Admin fee / account holder | $23,493 | $15,035+56.3% | $12,993+80.8% | $13,390+75.4% |