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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 | $124,556 | $180,462-31.0% | $154,111-19.2% | $135,379-8.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 18.14% | 888.17%-870.0pp | 735.18%-717.0pp | 519.79%-501.7pp |
| Employer contribution / active EE | $12,000 | $6,036+98.8% | $5,298+126.5% | $4,779+151.1% |
| Participant deferral / active EE | $2,658 | $5,806-54.2% | $5,081-47.7% | $5,609-52.6% |
| Admin fee / account holder | $6,264 | $16,145-61.2% | $13,411-53.3% | $10,828-42.2% |