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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 | $36,335 | $88,702-59.0% | $81,780-55.6% | $145,978-75.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 22.83% | 1029.12%-1006.3pp | 776.27%-753.4pp | 550.52%-527.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,966 | $4,645-36.2% | $4,321-31.4% | $6,690-55.7% |
| Admin fee / account holder | $1,414 | $8,414-83.2% | $7,384-80.8% | $13,400-89.4% |