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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 | $73,559 | $172,111-57.3% | $150,298-51.1% | $137,256-46.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 126.39% | 69.37%+57.0pp | 62.79%+63.6pp | 220.34%-94.0pp |
| Employer contribution / active EE | $6,570 | $4,636+41.7% | $4,154+58.1% | $4,156+58.1% |
| Participant deferral / active EE | $15,679 | $6,166+154.3% | $5,453+187.6% | $6,407+144.7% |
| Admin fee / account holder | $1,437 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |