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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 | $138,304 | $202,326-31.6% | $172,745-19.9% | $152,870-9.5% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 22.77% | 1029.72%-1007.0pp | 802.90%-780.1pp | 345.34%-322.6pp |
| Employer contribution / active EE | $8,579 | $5,858+46.5% | $5,144+66.8% | $4,763+80.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $613 | $17,110-96.4% | $13,954-95.6% | $11,597-94.7% |