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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 | $74,956 | $169,356-55.7% | $129,406-42.1% | $145,897-48.6% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 19.59% | 14418.62%-14399.0pp | 9468.18%-9448.6pp | 552.29%-532.7pp |
| Employer contribution / active EE | $3,015 | $5,542-45.6% | $4,155-27.4% | $4,663-35.3% |
| Participant deferral / active EE | $4,561 | $4,987-8.5% | $4,167+9.5% | $6,689-31.8% |
| Admin fee / account holder | $18,348 | $9,915+85.0% | $7,689+138.6% | $13,390+37.0% |