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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 | $87,564 | $160,059-45.3% | $140,019-37.5% | $135,380-35.3% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.5%-11.0pp | 82.6%-6.2pp |
| Annual return | 8.64% | 911.48%-902.8pp | 651.17%-642.5pp | 519.81%-511.2pp |
| Employer contribution / active EE | $6,383 | $6,420-0.6% | $5,605+13.9% | $4,779+33.6% |
| Participant deferral / active EE | $4,103 | $7,641-46.3% | $6,927-40.8% | $5,609-26.8% |
| Admin fee / account holder | $1,116 | $13,328-91.6% | $10,705-89.6% | $10,828-89.7% |