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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 | $43,861 | $107,363-59.1% | $92,909-52.8% | $152,897-71.3% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 17.09% | 145.63%-128.5pp | 109.44%-92.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $9,650 | $4,222+128.6% | $3,653+164.1% | $4,764+102.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $952 | $7,082-86.6% | $5,795-83.6% | $11,599-91.8% |