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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 | $31,779 | $202,342-84.3% | $172,752-81.6% | $152,897-79.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 15.49% | 1029.83%-1014.3pp | 802.97%-787.5pp | 345.43%-329.9pp |
| Employer contribution / active EE | $3,591 | $5,858-38.7% | $5,144-30.2% | $4,764-24.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,052 | $17,111-70.5% | $13,955-63.8% | $11,599-56.4% |