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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 | $99,922 | $202,345-50.6% | $172,755-42.2% | $152,885-34.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 15.82% | 1029.77%-1014.0pp | 802.94%-787.1pp | 345.39%-329.6pp |
| Employer contribution / active EE | $3,450 | $5,858-41.1% | $5,144-32.9% | $4,763-27.6% |
| Participant deferral / active EE | $6,290 | $5,948+5.7% | $5,198+21.0% | $5,851+7.5% |
| Admin fee / account holder | $701 | $17,111-95.9% | $13,955-95.0% | $11,598-94.0% |