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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 | $137,518 | $160,059-14.1% | $140,019-1.8% | $135,380+1.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.38% | 911.48%-908.1pp | 651.17%-647.8pp | 519.81%-516.4pp |
| Employer contribution / active EE | $5,912 | $6,420-7.9% | $5,605+5.5% | $4,779+23.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $762 | $13,328-94.3% | $10,705-92.9% | $10,828-93.0% |