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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 | $53,084 | $227,566-76.7% | $189,558-72.0% | $167,518-68.3% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.5%-78.5pp | 82.1%-82.1pp |
| Annual return | 11.87% | 78.43%-66.6pp | 64.19%-52.3pp | 478.71%-466.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $401 | $11,881-96.6% | $9,809-95.9% | $12,312-96.7% |