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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 | $61,716 | $169,361-63.6% | $129,397-52.3% | $145,877-57.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 17.93% | 14395.54%-14377.6pp | 9453.98%-9436.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,900 | $4,987-41.9% | $4,167-30.4% | $6,691-56.7% |
| Admin fee / account holder | $1,397 | $9,903-85.9% | $7,679-81.8% | $13,402-89.6% |