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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 | $126,303 | $160,040-21.1% | $147,096-14.1% | $145,877-13.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,988 | $8,429-17.1% | $8,071-13.4% | $6,691+4.4% |
| Admin fee / account holder | $377 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |