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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 | $117,677 | $100,911+16.6% | $90,440+30.1% | $158,966-26.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.15% | 1726.62%-1710.5pp | 1294.38%-1278.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $250 | $3,690-93.2% | $3,263-92.3% | $4,762-94.8% |
| Participant deferral / active EE | $7,271 | $4,348+67.2% | $3,964+83.4% | $5,983+21.5% |
| Admin fee / account holder | $615 | $6,507-90.5% | $5,615-89.0% | $11,250-94.5% |