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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 | $148,998 | $166,131-10.3% | $164,975-9.7% | $145,877+2.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 11.43% | 100.37%-88.9pp | 70.12%-58.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,488 | $6,962-21.2% | $6,033-9.0% | $6,691-18.0% |
| Admin fee / account holder | $538 | $16,648-96.8% | $12,688-95.8% | $13,402-96.0% |