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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 | $70,313 | $175,231-59.9% | $149,696-53.0% | $139,466-49.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.43% | 166.77%-148.3pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $4,919 | $5,478-10.2% | $4,821+2.0% | $4,754+3.5% |
| Participant deferral / active EE | $10,771 | $6,521+65.2% | $5,682+89.6% | $6,712+60.5% |
| Admin fee / account holder | $20,952 | $16,155+29.7% | $13,212+58.6% | $11,409+83.7% |