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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 | $46,615 | $202,342-77.0% | $172,752-73.0% | $152,897-69.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.71% | 1029.83%-1010.1pp | 802.97%-783.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $3,118 | $5,858-46.8% | $5,144-39.4% | $4,764-34.5% |
| Participant deferral / active EE | $6,479 | $5,948+8.9% | $5,198+24.7% | $5,851+10.7% |
| Admin fee / account holder | $443 | $17,111-97.4% | $13,955-96.8% | $11,599-96.2% |