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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 | $139,681 | $202,342-31.0% | $172,753-19.1% | $152,909-8.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 16.07% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $9,040 | $5,857+54.3% | $5,144+75.7% | $4,764+89.8% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,851-14.0% |
| Admin fee / account holder | $10,014 | $17,112-41.5% | $13,956-28.2% | $11,601-13.7% |