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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 | $173,581 | $96,123+80.6% | $77,361+124.4% | $198,609-12.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.0%0pp | 82.4%-7.4pp |
| Annual return | 11.80% | 2054.81%-2043.0pp | 1011.54%-999.7pp | 202.70%-190.9pp |
| Employer contribution / active EE | $5,177 | $3,791+36.6% | $2,990+73.1% | $5,055+2.4% |
| Participant deferral / active EE | $12,539 | $4,975+152.1% | $3,911+220.6% | $6,977+79.7% |
| Admin fee / account holder | $7,428 | $9,471-21.6% | $5,894+26.0% | $19,030-61.0% |