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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 | $16,798 | $102,595-83.6% | $94,057-82.1% | $154,746-89.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 12.28% | 583.42%-571.1pp | 480.62%-468.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,719 | $3,147+18.2% | $2,933+26.8% | $4,379-15.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $999 | $7,736-87.1% | $7,244-86.2% | $14,365-93.0% |