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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 | $103,019 | $99,011+4.0% | $86,582+19.0% | $147,586-30.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.18% | 1312.75%-1301.6pp | 965.08%-953.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,107 | $3,132-64.7% | $2,839-61.0% | $4,876-77.3% |
| Participant deferral / active EE | $6,530 | $3,972+64.4% | $3,609+81.0% | $5,439+20.1% |
| Admin fee / account holder | $2,038 | $5,709-64.3% | $4,904-58.4% | $10,886-81.3% |