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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 | $50,239 | $183,539-72.6% | $155,556-67.7% | $145,897-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,094 | $5,315-60.6% | $4,675-55.2% | $4,663-55.1% |
| Participant deferral / active EE | $4,145 | $6,467-35.9% | $5,631-26.4% | $6,689-38.0% |
| Admin fee / account holder | $491 | $19,275-97.5% | $15,885-96.9% | $13,390-96.3% |