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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 | $194,036 | $102,595+89.1% | $94,057+106.3% | $154,746+25.4% |
| Participation rate | 82.4% | 76.0%+6.4pp | 73.3%+9.0pp | 80.7%+1.7pp |
| Annual return | 11.61% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,854 | $5,118-24.7% | $4,709-18.2% | $6,730-42.7% |
| Admin fee / account holder | $4,101 | $7,736-47.0% | $7,244-43.4% | $14,365-71.5% |