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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 | $144,191 | $184,000-21.6% | $162,185-11.1% | $152,909-5.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.87% | 150.80%-129.9pp | 115.61%-94.7pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,601 | $8,033+81.8% | $7,297+100.1% | $5,851+149.5% |
| Admin fee / account holder | $2,156 | $13,124-83.6% | $10,844-80.1% | $11,601-81.4% |