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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 | $125,476 | $109,411+14.7% | $89,435+40.3% | $158,982-21.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.57% | 345.68%-329.1pp | 245.55%-229.0pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,563 | $3,173-50.8% | $2,587-39.6% | $4,763-67.2% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $879 | $6,159-85.7% | $4,884-82.0% | $11,252-92.2% |