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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 | $124,875 | $160,059-22.0% | $140,019-10.8% | $135,380-7.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | 10.45% | 911.48%-901.0pp | 651.17%-640.7pp | 519.81%-509.4pp |
| Employer contribution / active EE | $1,969 | $6,420-69.3% | $5,605-64.9% | $4,779-58.8% |
| Participant deferral / active EE | $4,904 | $7,641-35.8% | $6,927-29.2% | $5,609-12.6% |
| Admin fee / account holder | $1,257 | $13,328-90.6% | $10,705-88.3% | $10,828-88.4% |