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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 | $84,231 | $107,363-21.5% | $92,909-9.3% | $152,897-44.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.37% | 145.63%-128.3pp | 109.44%-92.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $4,785 | $4,222+13.3% | $3,653+31.0% | $4,764+0.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $893 | $7,082-87.4% | $5,795-84.6% | $11,599-92.3% |