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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 | $101,820 | $142,354-28.5% | $125,529-18.9% | $155,188-34.4% |
| Participation rate | 95.8% | 78.1%+17.8pp | 74.7%+21.1pp | 80.8%+15.0pp |
| Annual return | 12.71% | 306.06%-293.3pp | 202.56%-189.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $11,250 | $3,501+221.3% | $3,058+267.9% | $4,248+164.8% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $27,108 | $19,392+39.8% | $16,298+66.3% | $14,480+87.2% |