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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 | $155,281 | $176,105-11.8% | $159,474-2.6% | $167,536-7.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.75% | 331.91%-316.2pp | 263.68%-247.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,143 | $7,751+18.0% | $7,353+24.3% | $6,342+44.2% |
| Admin fee / account holder | $4,238 | $12,559-66.3% | $10,802-60.8% | $12,315-65.6% |