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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 | $6,116 | $88,815-93.1% | $81,882-92.5% | $145,897-95.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 15.14% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,822 | $4,647-39.3% | $4,323-34.7% | $6,689-57.8% |
| Admin fee / account holder | $1,102 | $8,434-86.9% | $7,360-85.0% | $13,390-91.8% |