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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 | $83,932 | $150,346-44.2% | $120,524-30.4% | $145,877-42.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.53% | 154.40%-144.9pp | 107.36%-97.8pp | 551.28%-541.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $391,449 | $12,215+3104.5% | $9,440+4046.8% | $13,402+2820.8% |