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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 | $155,535 | $108,942+42.8% | $100,415+54.9% | $145,897+6.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 30.73% | 58.27%-27.5pp | 49.47%-18.7pp | 552.29%-521.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,362 | $8,461+81.6% | $8,091+89.9% | $6,689+129.7% |
| Admin fee / account holder | $4,286 | $9,702-55.8% | $7,906-45.8% | $13,390-68.0% |