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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 | $106,359 | $138,102-23.0% | $125,381-15.2% | $134,532-20.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.02% | 750.73%-748.7pp | 572.31%-570.3pp | 418.27%-416.2pp |
| Employer contribution / active EE | $10,209 | $5,245+94.6% | $4,815+112.0% | $4,741+115.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $520 | $11,568-95.5% | $10,007-94.8% | $11,429-95.4% |