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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 | $71,913 | $175,257-59.0% | $149,717-52.0% | $139,456-48.4% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 11.23% | 166.70%-155.5pp | 134.41%-123.2pp | 373.45%-362.2pp |
| Employer contribution / active EE | $5,453 | $5,477-0.4% | $4,820+13.1% | $4,753+14.7% |
| Participant deferral / active EE | $7,828 | $6,521+20.0% | $5,682+37.8% | $6,711+16.6% |
| Admin fee / account holder | $2,764 | $16,156-82.9% | $13,213-79.1% | $11,407-75.8% |