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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 | $132,701 | $72,071+84.1% | $68,368+94.1% | $137,256-3.3% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 13.20% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,481 | $4,410+47.0% | $4,123+57.2% | $6,407+1.2% |
| Admin fee / account holder | $6,185 | $5,336+15.9% | $5,150+20.1% | $12,270-49.6% |