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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 | $89,258 | $150,207-40.6% | $120,380-25.9% | $145,978-38.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.84% | 154.28%-131.4pp | 107.28%-84.4pp | 550.52%-527.7pp |
| Employer contribution / active EE | $4,408 | $4,351+1.3% | $3,465+27.2% | $4,662-5.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $645 | $12,203-94.7% | $9,421-93.2% | $13,400-95.2% |