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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 | $232,579 | $160,059+45.3% | $140,019+66.1% | $135,380+71.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.39% | 911.48%-907.1pp | 651.17%-646.8pp | 519.81%-515.4pp |
| Employer contribution / active EE | $4,800 | $6,420-25.2% | $5,605-14.4% | $4,779+0.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,155 | $13,328-83.8% | $10,705-79.9% | $10,828-80.1% |