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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 | $180,546 | $180,4660% | $154,114+17.2% | $135,382+33.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 4.82% | 888.15%-883.3pp | 735.16%-730.3pp | 519.77%-515.0pp |
| Employer contribution / active EE | $3,200 | $6,035-47.0% | $5,298-39.6% | $4,779-33.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,096 | $16,144-87.0% | $13,411-84.4% | $10,829-80.6% |