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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 | $171,887 | $110,093+56.1% | $97,295+76.7% | $145,897+17.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.68% | 244.76%-235.1pp | 75.62%-65.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,025 | $4,678-56.7% | $4,264-52.5% | $6,689-69.7% |
| Admin fee / account holder | $1,973 | $6,212-68.2% | $5,646-65.1% | $13,390-85.3% |