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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 | $86,177 | $70,121+22.9% | $63,803+35.1% | $138,895-38.0% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 10.95% | 946.48%-935.5pp | 543.72%-532.8pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,037 | $2,882-64.0% | $2,532-59.1% | $4,194-75.3% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,365 | $6,738-50.1% | $5,196-35.2% | $12,562-73.2% |