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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 | $18,057 | $108,882-83.4% | $96,754-81.3% | $154,746-88.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 931.44% | 98.39%+833.0pp | 82.04%+849.4pp | 172.34%+759.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,237 | $5,323+17.2% | $4,758+31.1% | $6,730-7.3% |
| Admin fee / account holder | $492 | $10,200-95.2% | $8,905-94.5% | $14,365-96.6% |