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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 | $61,717 | $72,403-14.8% | $67,524-8.6% | $145,978-57.7% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 15.25% | 7197.23%-7182.0pp | 3519.41%-3504.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $3,454 | $3,072+12.4% | $2,734+26.3% | $4,662-25.9% |
| Participant deferral / active EE | $6,639 | $4,782+38.8% | $4,001+65.9% | $6,690-0.8% |
| Admin fee / account holder | $885 | $5,541-84.0% | $4,001-77.9% | $13,400-93.4% |