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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 | $98,944 | $107,363-7.8% | $92,909+6.5% | $152,897-35.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 16.53% | 145.63%-129.1pp | 109.44%-92.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $6,667 | $4,222+57.9% | $3,653+82.5% | $4,764+40.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,088 | $7,082-56.4% | $5,795-46.7% | $11,599-73.4% |