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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 | $59,668 | $209,422-71.5% | $178,503-66.6% | $158,982-62.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 110.80% | 188.81%-78.0pp | 151.12%-40.3pp | 302.99%-192.2pp |
| Employer contribution / active EE | $1,400 | $5,707-75.5% | $5,011-72.1% | $4,763-70.6% |
| Participant deferral / active EE | $3,145 | $5,955-47.2% | $5,202-39.6% | $5,983-47.4% |
| Admin fee / account holder | $5,472 | $17,079-68.0% | $13,987-60.9% | $11,252-51.4% |