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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 | $40,025 | $184,000-78.2% | $162,185-75.3% | $152,909-73.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.87% | 150.80%-136.9pp | 115.61%-101.7pp | 345.46%-331.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,430 | $8,033-32.4% | $7,297-25.6% | $5,851-7.2% |
| Admin fee / account holder | $1,194 | $13,124-90.9% | $10,844-89.0% | $11,601-89.7% |