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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 | $118,042 | $202,345-41.7% | $172,755-31.7% | $152,885-22.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.87% | 1029.77%-1006.9pp | 802.94%-780.1pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,558 | $5,858-39.3% | $5,144-30.8% | $4,763-25.3% |
| Participant deferral / active EE | $5,475 | $5,948-8.0% | $5,198+5.3% | $5,851-6.4% |
| Admin fee / account holder | $3,771 | $17,111-78.0% | $13,955-73.0% | $11,598-67.5% |