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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 | $106,140 | $171,492-38.1% | $150,734-29.6% | $198,609-46.6% |
| Participation rate | 70.0% | 81.4%-11.4pp | 78.4%-8.4pp | 82.4%-12.4pp |
| Annual return | 16.33% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,275 | $5,470-58.4% | $4,918-53.8% | $5,055-55.0% |
| Participant deferral / active EE | $4,280 | $6,259-31.6% | $5,610-23.7% | $6,977-38.7% |
| Admin fee / account holder | $1,553 | $17,628-91.2% | $14,905-89.6% | $19,030-91.8% |