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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 | $93,301 | $88,778+5.1% | $81,844+14.0% | $145,884-36.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 9.70% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,637 | $4,648+64.3% | $4,323+76.6% | $6,690+14.2% |
| Admin fee / account holder | $324 | $8,430-96.2% | $7,355-95.6% | $13,392-97.6% |