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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 | $118,741 | $121,701-2.4% | $104,639+13.5% | $158,982-25.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.33% | 465.72%-455.4pp | 340.67%-330.3pp | 302.99%-292.7pp |
| Employer contribution / active EE | $3,857 | $3,165+21.9% | $2,682+43.8% | $4,763-19.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $923 | $7,778-88.1% | $6,465-85.7% | $11,252-91.8% |