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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 | $93,717 | $209,422-55.2% | $178,503-47.5% | $158,982-41.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.13% | 188.81%-177.7pp | 151.12%-140.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $3,218 | $5,707-43.6% | $5,011-35.8% | $4,763-32.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $738 | $17,079-95.7% | $13,987-94.7% | $11,252-93.4% |