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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 | $86,650 | $183,592-52.8% | $155,574-44.3% | $145,877-40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,364 | $5,317-55.5% | $4,676-49.4% | $4,663-49.3% |
| Participant deferral / active EE | $2,934 | $6,466-54.6% | $5,629-47.9% | $6,691-56.2% |
| Admin fee / account holder | $3,138 | $19,316-83.8% | $15,914-80.3% | $13,402-76.6% |