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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 | $169,336-55.7% | $129,384-42.1% | $145,884-48.6% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 19.59% | 14408.70%-14389.1pp | 9461.77%-9442.2pp | 551.85%-532.3pp |
| Employer contribution / active EE | $3,015 | $5,540-45.6% | $4,153-27.4% | $4,662-35.3% |
| Participant deferral / active EE | $4,561 | $4,985-8.5% | $4,166+9.5% | $6,690-31.8% |
| Admin fee / account holder | $18,348 | $9,912+85.1% | $7,686+138.7% | $13,392+37.0% |