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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 | $114,833 | $176,105-34.8% | $159,474-28.0% | $167,536-31.5% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 13.74% | 331.91%-318.2pp | 263.68%-249.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,088 | $7,751+17.2% | $7,353+23.6% | $6,342+43.3% |
| Admin fee / account holder | $1,647 | $12,559-86.9% | $10,802-84.8% | $12,315-86.6% |