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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 | $159,241 | $171,492-7.1% | $150,734+5.6% | $198,609-19.8% |
| Participation rate | 71.4% | 81.4%-10.0pp | 78.4%-7.0pp | 82.4%-10.9pp |
| Annual return | 19.47% | 804.70%-785.2pp | 600.81%-581.3pp | 202.70%-183.2pp |
| Employer contribution / active EE | $6,429 | $5,470+17.5% | $4,918+30.7% | $5,055+27.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,774 | $17,628-72.9% | $14,905-68.0% | $19,030-74.9% |