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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 | $85,150 | $176,120-51.7% | $159,487-46.6% | $167,553-49.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.48% | 331.95%-321.5pp | 263.71%-253.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,899 | $7,752+40.6% | $7,354+48.2% | $6,343+71.8% |
| Admin fee / account holder | $1,118 | $12,561-91.1% | $10,804-89.6% | $12,316-90.9% |