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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 | $76,205 | $134,817-43.5% | $123,973-38.5% | $155,188-50.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 15.34% | 515.49%-500.1pp | 388.13%-372.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $9,468 | $4,425+114.0% | $4,126+129.5% | $4,248+122.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20,261 | $13,245+53.0% | $11,799+71.7% | $14,480+39.9% |