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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 | $139,840 | $112,121+24.7% | $95,960+45.7% | $158,966-12.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 28.09% | 171.16%-143.1pp | 91.63%-63.5pp | 302.95%-274.9pp |
| Employer contribution / active EE | $1,053 | $3,199-67.1% | $2,541-58.6% | $4,762-77.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,347 | $10,135+160.0% | $6,797+287.6% | $11,250+134.2% |