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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 | $37,967 | $150,445-74.8% | $136,297-72.1% | $147,585-74.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.23% | 1049.14%-1031.9pp | 5156.16%-5138.9pp | 578.57%-561.3pp |
| Employer contribution / active EE | $2,254 | $5,256-57.1% | $4,696-52.0% | $4,876-53.8% |
| Participant deferral / active EE | $5,817 | $6,631-12.3% | $6,247-6.9% | $5,439+7.0% |
| Admin fee / account holder | $2,137 | $10,906-80.4% | $9,244-76.9% | $10,885-80.4% |